Practical analysis for investment professionals

Fixed Income


Know Your Prospect (KYP): What’s in Their Portfolio and Why?

Using a potential client's existing portfolio as a diagnostic tool just might lead to a higher conversion rate.

The Low-Volatility Factor and Occam’s Razor

Will the low-volatility premium continue to be the best-kept secret in financial markets?

Monte Carlo Simulations: Forecasting Folly?

Forecasts in the form of Monte Carlo simulations are not the best way to anticipate a client's future portfolio returns.

Book Review: Investing in U.S. Financial History 

Mark J. Higgins, CFA, CFP's epic book offers invaluable context for forecasting the direction of the economy and the market.

Top 10 Posts from 2023: The 10 Greatest Investors, ChatGPT, and the Active Management Delusion

Enterprising Investor's most popular posts of the year include contributions from Mark J. Higgins, CFA, CFP, Larry Cao, CFA, Michinori Kanokogi, CFA, and Yoshimasa Satoh, CFA, among others.

Research and Policy Center Five Most Popular Articles of 2023: Sustainability

For sustainability-related content, readers clicked most on "Applying Economics — Not Gut Feel — to ESG" by Alex Edmans in 2023.

The 60/40 Portfolio Needs an Alts Infusion

How can investors supplement the traditional 60/40 stock/bond portfolio with allocations to alternatives?

The Innovation Advantage: Private Market Investing

The potential advantages of private market investments, specifically venture equity and venture debt investing, extend to five dimensions of performance.

Return to Tradition? Three Reasons to Consider a Bond Allocation

As the Fed nears its terminal rate, bonds may reassume their traditional role as a portfolio “diversifier.”

Portfolio Confidential: Five Common Client Concerns

What are the five most common client concerns and how can we address them?



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