All GLG News Analyses Filed Under: Asset Management & Private Banking
Posted January 23, 2008
The next banking crisis on the way
Analysis of: The next banking crisis on the way | articles.moneycentral.msn.com
Author: GLG Member Program Contributor
Analysis of: The next banking crisis on the way | articles.moneycentral.msn.com
Author: GLG Member Program Contributor
To the extent that CDS swaps were insured or decisions to invest in them were made on credit ratings, the subprime experience shows that those ratings have proven to be faulty.
Various instruments will be downgraded over the next several years, and as they are, the financial and legal systems will...
Posted January 23, 2008
This is not merely a subprime crisis
Analysis of: This is not merely a subprime crisis | www.ft.com
Author: GLG Member Program Contributor
Analysis of: This is not merely a subprime crisis | www.ft.com
Author: GLG Member Program Contributor
This is not merely a subprime crisis. Several other (and larger) pockets of the credit market are also vulnerable, (such as) credit default swaps, relatively modern financial instruments that allow bondholders to insure against default.
Posted January 22, 2008
The next banking crisis on the way
Analysis of: The next banking crisis on the way | articles.moneycentral.msn.com
Author: GLG Member Program Contributor
Analysis of: The next banking crisis on the way | articles.moneycentral.msn.com
Author: GLG Member Program Contributor
FICO scores are a good toll, but not the only tool. Shortcuts used in the name of efficiency when evaluating credit risk does not count as prudent underwriting practice. Understanding what went wrong is the key to successful recovery.
Posted January 22, 2008
Fed Cuts Rate 0.75 Percentage Point in Emergency Move
Analysis of: Fed Cuts Rate 0.75 Percentage Point in Emergency Move | www.bloomberg.com
Author: GLG Member Program Contributor
Analysis of: Fed Cuts Rate 0.75 Percentage Point in Emergency Move | www.bloomberg.com
Author: GLG Member Program Contributor
Fed rate cuts of the short term are not the right solution for what ails our modern financial system today. The Fed’s goal should be to solve the persistent problem in the Interbank market through the use of two solutions, one short-term and the other long-term that I describe.
Posted January 22, 2008
The next banking crisis on the way
Analysis of: The next banking crisis on the way | articles.moneycentral.msn.com
Author: GLG Member Program Contributor
Analysis of: The next banking crisis on the way | articles.moneycentral.msn.com
Author: GLG Member Program Contributor
This meltdown was caused by uncertainty. The root of the cause was the investment banking community. Mark to model, rather than mark to market was the practice, and caused distortions in financial pictures.
Posted January 22, 2008
The next banking crisis on the way
Analysis of: The next banking crisis on the way | articles.moneycentral.msn.com
Author: GLG Member Program Contributor
Analysis of: The next banking crisis on the way | articles.moneycentral.msn.com
Author: GLG Member Program Contributor
Write-downs for high-risk, high-yield corporate debt will indeed dwarf losses in the mortgage mess! The actions taken to counter the effects of the bubbles bursting may prove (long-term) more lethal than the lack of confidence they've tried to fend off! Increadibly,...
Posted January 15, 2008
And God created alpha
Analysis of: And God created alpha | www.economist.com
Author: GLG Member Program Contributor
Analysis of: And God created alpha | www.economist.com
Author: GLG Member Program Contributor
The methodical attribution of observed returns to particular factors is long overdue, and the Lo-Patel paper is another insightful contribution to the concerns over fees vs performance for hedge funds. As an additional data point for practitioners, research shows that, beyond asset selection...
Posted January 14, 2008
And God created alpha
Analysis of: And God created alpha | www.economist.com
Author: GLG Member Program Contributor
Analysis of: And God created alpha | www.economist.com
Author: GLG Member Program Contributor
Beta is your gift from broad markets like the S&P 500 index. Alpha is an unknown combination of luck and investment management skill for which you pay. There is no such thing as cheap Alpha.
Posted January 14, 2008
Dow falls 246; worst yearly start since 1991
Analysis of: Dow falls 246; worst yearly start since 1991 | articles.moneycentral.msn.com
Author: GLG Member Program Contributor
Analysis of: Dow falls 246; worst yearly start since 1991 | articles.moneycentral.msn.com
Author: GLG Member Program Contributor
The world's economies nervously wait for the US markets to settle down after a much over-due correction. But beware; the correction need not only be in the financial and political arenas but in the social as well. The outcome is, of course, yet to be determined!
Posted January 7, 2008
Hedge funds assess exposure to banks
Analysis of: Hedge funds assess exposure to banks | www.ft.com
Author: GLG Member Program Contributor
Previous
Page :
1 2 3 4 5 6 7 8 9 10 11 12 13 14 Next41 to
50
of 139Analysis of: Hedge funds assess exposure to banks | www.ft.com
Author: GLG Member Program Contributor
1. Hedge Funds have had a free hand until now. 2. Risk Management has taken a back seat for hedge funds especially in lieu of the bull market that has been in place since late 2002. 3. We need to get the SEC and the NASD, only to name a few to take a bigger role in analyzing the risk...
More GLG News in
Financial & Business Services
Most Popular:
Source Article | Expert Analyses
HR outsourcing gaining steam
www.hindu.com
Treasury and Banks Kick Start Home Financing Tool
www.reuters.com
HSBC to Increase Investment in Asia-Pacific Region, Chairman Cheng Says
www.bloomberg.com
GM cuts truck shifts to meet lower output target
www.reuters.com
Merrill, XL to bail out struggling bond insurer
www.reuters.com
Does the Fed view Sovereign Wealth Funds as greater fools?
August 6, 2008
GM - Decision Making Flaws Greater than Auto Challenges
July 31, 2008
ICing on the BRIC
July 28, 2008
Office of Thrift Supervision finally starts supervising
July 28, 2008

