Why Content Works

Asset management firms are treasure troves of market insight and investment wisdom. Historically much of that knowledge and acumen has remained in-house, a portion shared with clients and potential clients, and a small fraction doled out publicly through quarterly letters, annual reports, press contact and media stories. In the era of social media and real-time, on-demand information, the consumption of investment information, news and thought leadership continues to evolve at a rapid pace. Firms that communicate only with the rigid schedule

What We’re Reading

Could we be in store for another 1987-style stock market crash? Many see similarities, but Jeremy Grantham sees key differences too, the FT writes. Josh Brown (@ReformedBroker) on the fears of a FANG-run future and the investing hedge for when human employees become obsolete: ‘Just Own The Damn Robots’ Fidelity’s Abigail Johnson says we need to rethink how asset managers charge clients for their services in a letter to the Financial Times. Barron’s asks what private equity firms are