Inflation: What If It Doesn’t?
For more reading on inflation, check out Puzzles of Inflation, Money, and Debt by Thomas S. Coleman, Bryan J. Oliver, and Laurence B. Siegel from the...
For more reading on inflation, check out Puzzles of Inflation, Money, and Debt by Thomas S. Coleman, Bryan J. Oliver, and Laurence B. Siegel from the...
Actively managed strategies should have a place at the core of well-designed retirement plans. That a broad cross-section of the...
“If you can’t explain it simply, you don’t understand it.” And so it is with complex machine learning (ML). ML...
Boom and Bust: A Global History of Financial Bubbles. 2020. William Quinn and John D. Turner. Cambridge University Press. Asset...
Risk and reward in investing are often defined in terms of the nominal dollar value of the portfolio: dollar gains,...
In an ideal world, the set of indices underlying a fixed index annuity (FIA) would remain unchanged throughout the product’s...
Posted In: Best Of, Careers, Coronavirus, Drivers of Value, Economics, Equity Investments, Fixed Income, Future States, History & Geopolitics, Leadership,...
By MARK PEARSON Follow @Journlaw The first episode of our occasional SMALL podcast – Social Media and Law Livestream –...
As the impacts of climate change rise and interest in renewable energies peaks, sustainability is becoming a central priority for...
They say insurance is a product that is sold not bought – and as a result, we often spend a...
Evergrande Group is the latest listed company to unexpectedly teeter on the verge of bankruptcy. When businesses are thrust into...
Posted In: Best Of, Drivers of Value, Economics, Equity Investments, Future States, Performance Measurement & Evaluation, Philosophy, Portfolio Management, Risk...
Discussions of the relative merits of passive vs. active investing are ubiquitous these days and — so long as discussions...
What follows is a hypothetical conversation between two fictional investment professionals, US-based Bob Smith and his colleague Sandra Mueller, who...
Introduction Ted Theodore first wrote about value versus momentum stocks way back in 1984, but almost 40 years later, there...
Perhaps the biggest tradeoff for equity portfolio managers is between specialization and risk reduction. The fewer stocks they research and...
In developing a long-range investment strategy, investors conduct strategic asset allocation (SAA) work in pursuit of the portfolio that best...
Governments around the world have deployed massive stimulus to battle the economic effects of COVID-19. And as economies reopen, there...
Last month, I described how computer-aided text-based analysis can help uncover fraud and deception in company communications. But what other...
How are women growing in importance in the investment ecosystem? How are firms approaching the sustainability journey? What is the...
If the Sustainable Investment Trinomial = (Risk/Return) + ImpactThen, Impact = ESG Alpha? The Sustainable Investment Premise Investment professionals slice...