Jerome Stern

#ESG analysis in #emergingmarkets presents both a challenge and an opportunity. Companies are often a few steps behind and #governance-related issues are particularly important. @JSternCo Partner Katerina Kosmopoulou talks to @bloomberg reporter @lisapham yhoo.it/3ieV5x6

New J. Stern & Co. Insight - Streaming wars: Disney’s march gathers pace jsternco.com/streaming-wars… #streaming #Disney #Insight

In today's Mail on Sunday @jeffprestridge reports our analysis of the long-term returns offered by markets, showing that it is hard to find periods in which investors did not generate returns of 8% per annum over 5 years bit.ly/3TsVtp8 #fundmanagement #longterminvesting

Congratulations to @JSternCo's football finance specialist, @ebrukoksal1 CFA. Ebru has scored another great role, with her appointment to the Australian Professional League's Board of Directors as Football Australia’s nominated board appointment. bit.ly/3BROdNX

@CristianGeo7 But unsurprising given very encouraging recent drilling results at #PGR’ Mata Mora and stabilising Argentinian political and economic situation. #Mercuria can and should pay much more, given the #Upside #Valueinvesting (4/4)

@CristianGeo7 And also much cheaper than the conversion prices of #PGR’s existing #Mercuria-granted credit facilities of 45p, 28p and 23p respectively (3/4)

$PGR Shares in Phoenix Global Resources PLC rose Wednesday after the company said it is in discussions with 84% shareholder Mercuria Energy Group Ltd. to take Phoenix Global private and buy out the minority shareholders. marketwatch.com/story/phoenix-…

@OilGasTracker But unsurprising given very encouraging recent drilling results at #PGR’ Mata Mora and stabilising Argentinian political and economic situation. #Mercuria can and should pay much more, given the #Upside #Valueinvesting (4/4)

@OilGasTracker And also much cheaper than the conversion prices of #PGR’s existing #Mercuria-granted credit facilities of 45p, 28p and 23p respectively (3/4)

#PGR Phoenix Global Resources main shareholder is delisting the company and offer minority holders 7.5p in cash. Retail investor should buy the share up to 7.5p and sell it to Mercuria at 7.5p, no strings attached for once.

“It is pretty clear, after the robust jobs data, that #thefed will have the mandate to increase #interestrates at an aggressive pace." Katerina Kosmopoulou speaks to @naomi_rovnick at @FinancialTimes for the morning's Market Briefing column. on.ft.com/3yzamgq

“Investment decisions should be formed by focusing on what companies are doing and the opportunities they are seeing, rather than being swayed by macroeconomic conditions" @ChrisRossbach speaks with @FTAdviser on 'building portfolios in turbulent times.' bit.ly/3OAhnEH

New J. Stern & Co. Insight - Luxury brands, NFTs and the metaverse bit.ly/3QEw3UJ #luxury #luxurybrands #nfts #metaverse

It was good to catch up with so many friends at the Quality-Growth Investor Conference. As CIO @ChrisRossbach reminded everyone, quality and value continue to be essential conditions for @JSternCo to invest. Never has that been truer than at this time. bit.ly/3n6bt28

It was good to catch up with so many friends at the Quality-Growth Investor Conference. As CIO @ChrisRossbach reminded everyone, quality and value continue to be essential conditions for @JSternCo to invest. Never has that been truer than at this time. bit.ly/3n6bt28

If a company can show it has the pricing power to offset #inflation as well as the #innovation required to grow, it will be well-positioned for what comes next." In this column for @MoneyWeek, CIO @ChrisRossbach highlights three high quality stock picks bit.ly/3th7cfI

At @JSternCo we have always stressed the merits of investing for the longer term. As our CIO @ChrisRossbach tells @davidbrenchley, “If your holding period is five years or more, then the chance of losing money is next to none.” bit.ly/3t48PNI

What’s it like to take the #cfainstitute Certificate in #ESG Investing? Katerina Kosmopoulou, Partner @JSternCo and Board member of CFA Society UK shares her 'fun and informative' experience studying and sitting the exam. bit.ly/3lIvo6q