As Bank of America (BofA) prepares to address investors for the first time since 2011, CEO Brian Moynihan faces growing pressure to transform responsible growth into competitive growth. Despite a decade of steady rebuilding, BofA’s 15.4% ROTCE still trails JPMorgan’s 20%, raising questions about whether the bank has become too cautious to lead the next...
Japanese Prime Minister Sanae Takaichi reaffirmed that Tokyo has no plans to renegotiate its $550 billion investment package with the United States — signaling policy continuity and commitment to global investors. “Even if the prime minister changes, promises made between governments should not be altered,”Takaichi told reporters after a summit week with President Donald Trump....
After three decades watching shareholder activism reshape industries, I’ve learned this:The best companies aren’t always the biggest — they’re the most focused. This week, activist hedge fund Ananym Capital intensified its campaign for LKQ Corporation, urging the $8 billion auto-parts supplier to sell its European operations and refocus on its North American “crown jewel” collision...
After three decades watching global markets, one pattern never changes:Smart money moves before the headlines do. In the week leading up to the Federal Reserve’s October rate cut and the announcement of a U.S.–China trade deal, investors poured a massive $10.58 billion into global equity funds, marking the sixth consecutive week of inflows. It’s a...
After three decades watching capital move across cycles, I’ve learned something simple but timeless:Markets don’t always retreat before major events — sometimes, they simply wait. Last week’s data from LSEG Lipper revealed that U.S. equity fund inflows slowed sharply to $1.81 billion, compared to $9.65 billion the week before — a sign that investors chose...
After 30 years tracking global capital flows, I’ve learned one thing:Markets don’t move on decisions — they move on anticipation. Last week, investors chose discipline over aggression.U.S. equity fund inflows slowed to $1.81B, down from $9.65B — not fear, but strategic caution ahead of the Fed’s October rate cut and Big Tech earnings. 1️⃣ The...