All GLG News Analyses Filed Under: Asset Management & Private Banking

Do not forget to look at the whole picture for Legg Mason. There is a firm as well.

There are two key points to the analysis to focus on.  First, taxes.  Taxes should be looked at as incentives for behavior, not ways for the government to collect revenue.  Countries that are low tax are enjoying boomlets.  Ireland comes to mind.  Singapore has aggressively...

Despite Japanese government statements supporting Tokyo as an international financial center, Japan continues to lose ground to other markets. In addition to regulatory overhead, high taxes, high costs, and a lack of interest among bureaucrats contribute to this trend. Hedge funds looking for access...

Who has not heard of Bill Miller and his outstanding performance. Now as we all know past performance is no indications of the future. Bill has shown that he can consistently beat the market over long periods of time but one cannot expect that to continue unabated. I think Bill will come unscathed over...

Bill Miller at LM is a legend with 15 years of outperformance.  His willingness to concentrate risk in a small portfolio & ability to spot value with decisions often in conflict with street has led to a long period of outperformance.  The breakdown in performance occured in 2006 and has...

1. Defined Contribution Plan sponsors need to immediately react to the new regulations if the currently have a default investment option.  The rules have changed dramatically, and no longer allow a stable value option as the sole default option going forward. 2. It may not always make sense to...

Blackstrone Group (BX) acquisition of Alliance Data (ADS)may be held up by the FDIC due to controversy over industrial loan companies?  Approval is likely to be delayed at least until the end of January.  It all hinges on whether Blackstone is viewed as a commercial or financial company.

Donald Greenlees in Hong Kong reported in the November 6 issue of the International Herald Tribune that the stock market in China valued PetroChina above $1 trillion. It is the highest capitalization in history. On the first day of trading, share value exceeded that of Exxon Mobil and General Electric...

1.MSCI Barra is benchmark for passive managed portfolio. 2.MSCI Barra reflects the market existing trend instead of being a leading indicator. 2.MSCI Barra reflects the market existing trend instead of being a leading indicator.

The CITIC tiger is far the stronger of the two, so why does it wish to hunt with the weak Bear Stearns? The answer may be that CITIC will control any joint ventures between the two.