Research. Reviews. Ideas. Built for investment professionals.

Sam Del Rowe

18 Posts

Author's Posts
Getting Forecasts Right Requires Admitting You’re Wrong

Being a good forecaster isn't just about getting things right. It requires the ability to admit when you've gotten things wrong.

The End of Western Geopolitical Hegemony?

While US hegemony has long been the norm, large-scale geopolitical changes are afoot that may alter the playing field when it comes to financial matters, says Philippa Malmgren.

A Whistleblower’s Role in Today’s World

Michael Woodford, former president and CEO of Olympus Corporation, was controversially fired after revealing widespread company fraud. Woodford recounts his experience and discusses the role and perception of whistleblowers today.

Estimating Variations in the Equity Risk Premium: A New Approach

For years, researchers have used historical returns as proxies for estimating equity risk premium. This approach is problematic, however, because the resulting estimates don't vary from one year to the next, even though equity market returns can be wildly divergent from year to year. Katsunari Yamaguchi, CFA, has developed a new method for estimating equity premiums.

Decision Making and Counterintuition in Investing

Investing is more than just a numbers game. Michael J. Mauboussin discusses the psychological and behavioral elements of investing, and why cognitive diversity is essential for your team’s success.

Lessons from the Financial Crisis

Former chair of the Federal Depositors Insurance Corporation (FDIC) Sheila C. Bair provides insight on the financial crisis and discusses how the system can be made more stable in a Take 15 interview.

Family Dynamics and the Advisory Process

Lisa Gray, founder and managing member of Graymatter Strategies, discusses the importance of incorporating family dynamics into the advisory process.

Understanding Alternative Investments

Bob Rice, the alternative investment expert and commentator, helps clear up some of the misconceptions about the asset class.

Where Should Analysts Look for Unique Insights? Beyond Company Management

James J. Valentine, CFA, says that three components must be combined to provide equity analysts with unique insight.

The Importance of Meditation for Investment Professionals

Ng Kok Song, former group chief investment officer of the Government of Singapore Investment Corporation (GIC), and Jason Voss, CFA, discuss an increasingly meaningful tool in the investment toolkit: meditation.