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Latest Posts
SPAC Fever: Clear and Present Danger?

How do special-purpose acquisition companies (SPACs) serve public investors?

Building Optimized Portfolios with JPMorgan’s 2021 Forecasts

Even as equity markets set all-time highs and bond yields near generational lows, it is still possible to build resilient portfolios with reasonable return expectations.

ESG Q&A: 21st Century Investing

A discussion with Steve Lydenberg and William Burckart about their new book 21st Century Investing: Redirecting Financial Strategies to Drive Systems Change.

Zero Emissions Vehicles: Making Sense of the Transition with SASB Standards

Responses to SASB performance metrics can enhance financial analysis as the transition from gas-powered vehicles evolves.

Book Review: Machine Learning for Asset Managers

This short work will help readers appreciate the potential power of machine learning techniques.

Refreshing Revenue, the Cash Conversion Cycle, and Free Cash Flow

GAAP sometimes misrepresents business reality. We can use that fact to generate some alpha.

Data Amplified: Why Data, Reporting, and Digitization Matter to Investors

The best and most nuanced decisions come from the best and most nuanced information. Data need to be reliable, relevant, and easy to access and compare. This makes the question of how business performance is measured, reviewed, published, and analyzed an essential one.

How to Manage Inflation Risk: The Local Inflation Factor

Amid increasing inflation fears, how can investors measure and protect against the inflation risk in their portfolios?

COVID-19 and 17 May: Tax Day Considerations for Clients

Have you spoken to your clients about how pandemic-imposed working-from-home arrangements may affect their tax liabilities?