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Book Review: The New World Economy in 5 Trends

A diligent economist and an eclectic bookworm serve up an analysis of megatrends that will have the greatest impact on economies and investments: innovation, productivity, climate, multiglobalization, debt, and aging.

Factor Strategies Belong in Your Completion Portfolio Toolkit

Why wouldn't you include factor strategies in your completion portfolio? A review of the two commonly used approaches for managing institutional assets highlights their symbiotic nature.

For the Analyst: Peer Benchmarking Methods to Improve Earnings Forecasts

Peer benchmarking is a vexing task for financial analysts but one that is critical for forecasting earnings. This straightforward measure can help find peers for relative performance, compensation, and valuation benchmarking.

Building LLMs in the Open-Source Community: A Call to Action for Investment Professionals

Large language models like ChatGPT are changing the way we think about investing and reshaping roles in the investment profession.

Sustainability Reporting: Navigating Assurance Practices

Don't be lulled into a false sense of security by the word "assurance" when evaluating sustainability reports. Assurance practices vary, and investors would be wise to learn more about the different levels of coverage.

The Power of Clicks, Likes, and Shares: Promote the Right Kind of Financial Content

Not all financial content creators on social media are created equal. A broad differentiation can be made between influencers, knowledge sharers, and aspiring thought leaders.

Why the New T+1 Settlement Cycle Matters: A Global Index Provider’s Perspective

Shorter settlement periods are meant to protect market participants. But the new T+1 settlement cycle for US equities may have undesirable knock-on effects for financial market participants around the world, including index fund managers.

Leveraging AI to Identify and Predict Financial Crises

Despite some current limitations, AI stands to offer significant advantages versus traditional approaches to identifying and predicting financial crises.

Why Your Portfolio Should Include Scarce Assets

Portfolios that include both productive and scarce assets can deliver similar performance to the S&P 500 with less risk than those that hold only productive assets.

Coiled Tight: Smaller Companies Are Primed for Outperformance

Small-cap companies are poised for a rebound. The sector is best approached through an active investment strategy where expertise and a deep understanding of the individual businesses and their risk-and-reward characteristics are necessary for success.