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Beyond the Fed Model: Dissecting Equity Valuation Trends

This post explores the intricacies of the equity risk premium, scrutinizes traditional valuation models, and introduces an updated framework to guide strategic decision-making in today’s volatile environment.

What Lies Beneath a Buyout: The Complex Mechanics of Private Equity Deals

Private equity buyouts are complex financial maneuvers. By understanding the structuring that lies beneath these transactions, stakeholders can navigate the intricate world of PE buyouts with confidence and precision.

The Discounted Cash Flow Dilemma: A Tool for Theorists or Practitioners?

Discounted cash flow valuation offers a tempting sense of numerical clarity, but 80% of that “value” can rest on uncertain terminal assumptions. Fragile, indeed.

A Guide for Investment Analysts: The Prehistory of the US Markets

This historical narrative uncovers lessons crucial for modern analysts navigating an ever-changing landscape.

Balancing Innovation and Trust: Jason Hsu on Technology and the Future of the Investment Industry

Our Conversations with Frank Fabozzi, CFA series aims to bring leading experts in finance and economics into dialogue to explore critical issues shaping the industry's future.

Aging Populations Demand Urgent Pension Reforms: Are We Prepared?

The world is aging at a much faster rate than we previously anticipated, even 10 years ago. Are we prepared?

Research and Policy Center Top 10 Articles from 2024

Discover the trends and ideas shaping the future of finance with the Research and Policy Center's Top 10 List.

Top 10 Posts from 2024: Private Markets, Stocks for the Long Run, Cap Rates, and Howard Marks

Discover the most-read financial insights of 2024, covering a range of topics including private markets, investment risks, and generational wealth. These popular articles showcase key trends and expert perspectives that captivated readers this year.

Editor’s Picks: Top 3 Book Reviews of 2024 and a Sneak Peek at 2025

What books reviewed in 2024 stand out for their applicability to practical issues confronting investment decision-makers?