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Unlocking Retail Capital: EU Reform Agenda Comes into Focus at CFA Institute Event

Europe’s capital markets are at a critical inflection point. With more than €11 trillion in household savings largely parked in low-yield, liquid assets, the European Union is pushing to redirect this capital toward more productive, capital market… READ MORE ›

Search Funds: A Strategic Investment in Underserved Markets

Search funds stand out as a valuable alternative asset class, offering diversification, alpha potential, and operational upside in underserved markets.

Book Review: Financial Statement Analysis for Value Investing

Penman and Pope refine classic value investing through the lens of financial statements.

AI in Investment Management: 5 Lessons From the Front Lines

Explore how AI is reshaping investment management through augmentation, strategic insight, explainability, and evolving investor competencies.

The Little-Known Credit Holding Up the Clean Fuel Market

D3 RINs reveal clean fuel bottlenecks and investor risks as tight supply, rising mandates, and policy shifts drive up prices in the energy transition.

Private Credit’s Surge Has Investors Excited and Regulators Concerned

Private credit's accelerated growth raises critical questions about liquidity, transparency, and systemic risk.

Currency Coordination Looks Riskier Today

This post examines the potential consequences of coordinated dollar depreciation today -- from FX volatility and insurance risk to broader macroeconomic impacts.

Maladapted Industries: The Risk of Artificial Selection by the State

From Europe’s steelmakers to global EV producers, "pet industries" rely on state support to survive, but as political winds shift, their future looks increasingly fragile.

Think We’ve Seen the Last +1,000-BPS High Yield Spread? Think Again

Think +1,000-bps high yield spreads are history? Marty Fridson shows why they could still hit that mark in the next recession.

Tariffs, Inflation, and Returns: How Investments Respond to Supply Shocks

Learn how tariff-related inflation shocks ripple through markets—and which assets have historically helped investors navigate the turbulence.