The economics of trade deficits - May 22, 2017
U.S. President Donald Trump and his administration have repeatedly expressed their intention to raise tariffs and introduce border taxes penalising imports, claiming that doing so will reduce trade deficits and stimulate the US economy. Does it make sense?

IPOs in North America: a strong Q1 and a promising start for 2017 - May 17, 2017
This first quarter of the year was more than promising.
It was indeed the highest first quarter in terms of global numbers of IPOs since Q1 of 2007, before the crisis. 
The outlook for the rest of the current year is optimistic given the encouraging results so far.

Spotify seems ready for an IPO, but would that be a real IPO? - May 14, 2017
​Spotify, the Swedish music, podcast, and video streaming service is planning to go public this year but it is seriously considering joining the stock market without a traditional IPO.
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Tesla – America’s most valuable Automobile Company - May 8, 2017
On 10 April 2017 Tesla, the manufacturer of electric cars, briefly surpassed the market capitalization of General Motors (GM), thus becoming the most valuable American automaker.
​The spectacular rise of Tesla – and the possible decline ahead.

Zeno’s paradox readjusted: the race between Active Managers and the Benchmark - Apr 30, 2017
These are bad times for active portfolio managers: almost 90% underperformed the S&P 500 in the past 15 years, and, only in 2016, two thirds of them failed to overtake the index.
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Institutional investors should adjust their bond portfolios ahead of Fed hikes - Apr 22, 2017
The US economy is hitting maximum levels of employment and inflation, and, in response, Janet Yellen, Chair of the Federal Reserve, is expected to accelerate the pace of interest rate increases. In the current market environment longer maturities should be preferred to shorter ones by institutional investors.

The resurgence of Investment Banking: Winners and Losers - Apr 18, 2017
The US bank earning season showed a hot start for Citigroup and JP Morgan Chase & Co., while a less impressive performance was presented by Wells Fargo from the beginning of the new year, as the three megabanks released their first quarterly results for year 2017 on Thursday 13 of April.

Valeant’s disease infects Bill Ackman’s portfolio - April 17, 2017
With the sale of his 10% stake in Valeant Pharmaceuticals, the controversial Canadian drug-maker, hedge fund legend Bill Ackman, founder and CEO of Pershing Square Capital Management, suffered the worst loss of his career.

Canada Goose soars in debut with Richest Luxury Valuation - Apr 13, 2017
On Thursday March 16th Canada Goose Holdings Inc., producer of stylish $900 parkas, surged in its debut as publicly traded company on the New York Stock Exchange (NYSE) and on the Toronto Stock Exchange (TSX). The significant first-day gain marked the second biggest IPO debut in 2017.

U.S. Equities in 2017: uncertainty and high risks - Apr 8, 2017
 Since the presidential election, 2017 has been predicted to be a high-risk year for the U.S. economy, characterized by binary outcomes with conflicting results.