Hewes/Invested

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

Despite their humble origins, annual and quarterly letters remain one of the most powerful communications tools available to portfolio managers and investment firms. Missives from investing legends like Warren Buffett, Jeremy Grantham, Ray Dalio, and Howard Marks are essential reading for many investors and advisors. These letters are eagerly anticipated and extensively covered by the financial media and serve as powerful branding tools for the managers, their firms, and their funds. For portfolio managers with great ideas and intriguing insight, but

You better not shout, you better not cry…after all, it’s been another big year for investors, even if we don’t get the typical Santa Claus rally. Here’s what we’ve been reading with the calendar about to flip to 2020. Does buy what you know still work? Peter Lynch talks to Barron’s. The biggest market moments of 2019, from The Financial Times. The 18 best Forbes stories of the last decade. Jack Bogle,

Tricks, treats, turkey and trade wars. Here’s what we’ve been reading lately. After WeWork — The Wall Street Journal profiles Rajeev Misra of SoftBank’s Vision Fund. Brexit, illustrated, from The New York Times Magazine. Ray Dalio: “The World Has Gone Mad and the System Is Broken” Bring out your dead? Institutional Investor explores what’s gone wrong for value investing. And finally, a follow up on Mr. Rogers from The Atlantic, by the journalist

The days may seem slow, but the years fly by and 2019 is no different. Here’s a look at what we’ve had our eyes on with just three months and change left until 2020. The Big Short part deux: passive investing? That’s the view from Michael Burry, according to Bloomberg. (Related: passive funds have officially surpassed active funds in AUM.) Asset managers as corporate cops? Institutional Investor asks whether the BlackRocks, Vanguards and State Streets

The dog days of summer have been anything but boring in 2019 as inverting yield curves, recession worries and an under-fire Federal Reserve have had markets in tumult and investors re-assessing their expectations. Here’s what we’ve been reading. Institutional Investor examines the Yale Model, and why the path of endowments trying to copy David Swensen is littered with failures. How The Recession of 2020 Could Happen from Neil Irwin at the New York Times. 

Crowded trades, global taxation, a tick-tock of the Notre Dame fire and big apple news. Here’s what we’ve been reading. Does everyone just own the same stocks? “Years of tepid expansion have also made investors hesitant to broaden their holdings outside of the companies delivering eye-catching results,” Ira Iosebashvili writes in a Wall Street Journal story about the increasing overlap in mutual fund and hedge fund portfolios. Tax talk. The Financial Times asks whether the global

At the halfway point of 2019 markets are jittery about trade wars and global growth, but embracing the likelihood of support from the Federal Reserve if conditions turn south. Here are a few things that have caught our eye. Everyone is looking ahead to the 2020 Election, and a chart from Goldman Sachs says President Trump is the favorite to win re-election, writes Jack Hough at Barron’s. The unicorn parade continues, including Slack making its

The first half of 2019 is hitting its home stretch, with major markets still grappling with the latest headlines on trade wars, election jockeying around the world and dealmaking. Memorial Day is an opportunity to honor and remember the service men and women who have sacrificed for our country (and their families). ThinkAdvisor highlights some of the financial advisors who have served in their annual Memorial Day piece. High-stakes succession. Institutional Investor’s Julie Segal

April showers bring May flowers they say, but April also brings a chance to reset and reassess after a rollicking first quarter that brought a big rally in stocks and, apparently, a jump in economic growth. Here’s a look at some of the stories and trends that caught our eye this month. (And for a bit of fun, a look at some incredible libraries in private homes, courtesy of the Wall Street Journal.) “The Decade of Deleveraging” wasn’t all it was