29 Posts

Best of 2013: Taking Stock of Equities

Best of 2013

As 2013 comes to a close, we took a look back at, and highlight below, some of the stories that captured the attention of investors and helped to set the trend for global equity markets over the past 12 months. With the notable exception of emerging markets, it was (as of this writing) a year of impressive gains for most major stock markets, particularly in light of what has been a persistently sluggish economic backdrop. Read more

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Weekend Reads for Advisers: Twitter, FATCA, and Space Exploration

Weekend Reads

I’m a big fan of public radio, especially magazine-style programs that take the listener deep into a topic, yielding an immersive auditory and visual experience. With the radio shows, you are transported, ever so briefly, to another place or time. And so it was that on a recent afternoon, I tuned into NPR’s Fresh Air and sat transfixed in my car as retired Canadian astronaut Chris Hadfield vividly described life in space. Read more

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The Facebook IPO: Ethical Violations or Not?

More than a year has passed since the initial public offering of Facebook. The hype that preceded the US$105 billion IPO was matched only by the media frenzy that followed the stock’s botched trading debut and immediate price decline. Headlines alleged conspiracy, insider trading, and selective disclosure. We’re asking readers to participate in an online survey and tell us whether they think there were ethical violations. Read more

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