Fortress Investment Group LLC plans to close its flagship macro hedge fund after heavy losses and investor withdrawals, and Michael Novogratz, who runs the fund, is expected to leave the firm.
Alibaba is trying to improve its communication with investors, but failing to take some obvious steps to become more transparent.
Investors love trends they can latch on to; turning points are more difficult to navigate. So, while investors have welcomed a sudden bout of stabilization in emerging markets, it could still prove disruptive.
At a big Indian TV network, investors are discounting for political risk too much and not counting the economics enough.
Investors hunting for a rally should be wary of fund outflows.
CSX is likely to warn investors about weak traffic and earnings, but railroads still have long-term value.
The Wall Street Journal studied 71 activist-investor campaigns. The results: Activism often improves corporate performance but definitely not always.