Practical analysis for investment professionals

Investment Topics


Looking for Gains in Private Equity? Tips for the Everyday Investor

More than 13% of American households now qualify to invest in private equity. Before diving in, everyday investors should be aware of a few important considerations.

The Remarkable Story of Style Regimes: For the Data-Driven Investor

Growth and value style returns are the market's veritable gulf stream, and investors should not ignore their powerful currents.

Actively Managed Credit Strategies Can Meet Impact Goals, Alpha Targets

Profitability and sustainability are not mutually exclusive in active credit strategies.

The FX Swap Market: Growing in the Shadows

The foreign exchange (FX) swap market ought to be both transparent and well regulated. It is neither.

ChatGPT and Large Language Models: Syntax and Semantics

Today, ChatGPT and large language models (LLMs) more generally represent the next evolution in AI/ML technology. And that comes with a number of implications.

The Benefits of Using Economically Meaningful Factors in Financial Data Science

As machine learning (ML) and data science become ever more integrated into finance, which factors should we consider for our ML-driven investment models and how should we select among them?

Commercial Real Estate Today: An Overview

How has the post-pandemic world of renewed geopolitical tensions, resurgent inflation, and rising interest rate pressures reshaped how real estate capital markets operate? Where is the commercial real estate (CRE) sector headed and how can investors respond?

Active vs. Passive Revisited: Six Observations

Does it make sense to reframe the active vs. passive debate? Perhaps the question — active or passive? — is not the right one to ask.

Debunking the Myth of Market Efficiency

Market complexity transcends disciplines and cannot be entirely modeled out.

More Realistic Retirement Income Projections Require Dynamic Adjustments

How can we incorporate dynamic spending into retirement income projections?