After decades at the helm of global oil markets, OPEC appears to be relinquishing its status as designated “swing producer. ”

My colleague James spent time with some distressed debt investors last week. Now, as a bond investor, James is already less positive and more cynical than the stereotypical equity manager.

Every year, our team pulls together a list of books that most influenced our thinking in the previous year. It is not an easy task, given the extent of the team’s reading.

In the spirit of the holidays, let’s put aside the overwhelming barrage of negative short-term economic and geopolitical news we’ve been faced with recently – which is often one of the most challenging aspects of long term investing – and...

‘Twas the day before Christmas, so we’ll take our cue, to provide our blog readers, with a year in review.

In investing, it is also alluring to dive right in and try a stock picking approach that seems to work well for others.