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Equity Investments


A European Market for Personal Pensions: An Opportunity for Industry and Investors

The EIOPA recently published a preliminary report on the creation of a single market for personal pensions. This post considers the opportunities and challenges in creating a single market for personal pensions.

Global Pension Crisis: Looking to Global Pension Plan Designs for Possible Solutions

Acknowledging the problems of the global pension crisis and fixing them are two entirely different propositions, and definitive solutions still are elusive. But JP Morgan Asset Management’s Paul Sweeting, CFA, contributes to a better understanding of the issues and potential solutions with his recent paper.

So You Want to Invest in Facebook, Do You? Good Luck with That

In the run-up to Facebook’s IPO, Matt Orsagh, CFA, examines some of the shareowner rights challenges Facebook investors would face.

SME Finance: Looking for Growth in All the Wrong Places

Ask most anyone in Washington, DC about what to do to improve the United States’ economic condition and chances are they will say to help “small business.” Yes, a number of studies say that small and medium-sized enterprises, or… READ MORE ›

NYSE Retail Liquidity Program: If You Can’t Beat ’em, Join ’em …

That’s seemingly the thrust of the NYSE’s plans to establish a “retail liquidity program.” Frustrated with its loss of market share to broker/dealer internalizers and other non-displayed trading centers, the exchange seems to want to play the internalization game… READ MORE ›