CATEGORY: Global investing

Sources of Volatility in Equity Markets

Sources of Volatility in Equity Markets

The Journal | March 2012

Since the world financial crisis began in mid-2008, high-quality investments have greatly outperformed lower-quality ones. It hasn’t been a straight line outperformance by any means, given the bouts...

Hedge Funds: Quitting While They're Behind

Hedge Funds: Quitting While They're Behind

The Journal | February 2012

Last month, Mat Harrison’s post “Where to Hide” mentioned how hedge funds have not been living up to their intended objectives. Building on this idea, The Economist posted an...

European Equities

European Equities

The Journal | January 2012

As part of a Globe and Mail article on investing in Europe, I was recently interviewed by Brian Milner to discuss how Burgundy invests in European equities. My message was...

Where to Hide?

Where to Hide?

The Journal | January 2012

  “Denial ain’t just a river in Egypt” – Mark Twain Looking for bright spots in the global economy is a difficult task at present. There is no sense in...

Shakespeare on Investing

Shakespeare on Investing

The Journal | January 2012

At the very outset of Shakespeare’s least loveable comedy, The Merchant of Venice, Antonio is telling his friends of his depression, and how difficult it is for him to...

Great Walls, Wide Moats & Red Flags

PDF: Great Walls, Wide Moats & Red Flags

The View | October 2010

The People’s Republic of China’s rapid development is the envy of the world. The prospect of 1.3 billion people reaching income thresholds that usually portend rising personal consumption levels...

The Year of the Turkey

The Year of the Turkey

The View | June 2009

Have you ever watched the “talking head” interview shows on financial channels like CNBC? Usually they are structured with several guests who agree with each other, and one who has...

No Good Deed Goes Unpunished

PDF: No Good Deed Goes Unpunished

The View | September 2005

On May 9, 2005, Dr. Werner Seifert, the CEO of Deutsche Börse AG, Europe’s most important securities exchange, was forced to resign by dissident shareholders of his company. Over Dr....

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