New York Life Investments' recent report, Swan Lake: The risks that would most disrupt consensus in 2025, discusses potential "black swan" events that could significantly disrupt markets in 2025. The ...

Last year saw global hedge fund activism activity reach record highs, both in the volume of campaigns and the number of new entrants. U.S. activism activity also increased year over year and accounted ...

It was reported earlier this week that Elliott Investment Manager, a large investor known for being one of the most vocal activists, had built a stake in London-listed oil company BP, and was planning ...

Oaktree raised $16bn for a long-running opportunistic strategy, the largest fund in its history and the largest distressed-debt fund ever raised, giving the firm a sizable new pool of money to back ...

Trees do not grow to the sky. At the core of our value investing philosophy is the concept of regression to the mean. Let us start by grounding that in some foundational economic concepts. We also ...