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Book Review: Nothing but Net

This book provides 10 invaluable lessons that investors can use to pick tech stocks in years to come.

Myth-Busting: ETFs Are Eating the World

What effect has passive investing, including ETFs and index-tracking mutual funds, had on the US stock market?

Stakeholder Capitalism in Action: Is it possible to reconcile the stakeholder governance model with traditional shareholder interests?

As the EU is discussing the form and the substance of its awaited sustainable corporate governance framework, the debate is naturally raging on the nature of capitalism the EU wishes to uphold. The EU prides itself on… READ MORE ›

Investing’s First Principles: The Discounted Cash Flow Model

The DCF model is not only relevant to today’s market, it remains an absolute necessity.

Book Review: Expectations Investing

This revised and updated edition offers an insightful framework for identifying gaps between price and value.

The S-Curve: Bending the J-Curve in Private Equity

The J-curve narrative in private equity (PE) investments deserves a quiet obsolescence.

Ethics and Sustainability in Finance: Two Crucial Aspects To Fight Climate Change

Sustainable finance has received increasing attention from governments, organizations, and investors in recent years. New rules aiming to foster sustainable investments have been introduced in various jurisdictions, and many companies seem to be willing to prioritize sustainable… READ MORE ›

Fama and French: The Five-Factor Model Revisited

How well has Fama and French's five-factor model explained returns?

A Broader and Deeper Use of Structural Data

CFA Institute recently co-sponsored the XBRL Investor Forum 2021: Data That Delivers. SEC Commissioner Caroline Crenshaw gave a keynote speech outlining the extensive benefits of structured data.

Crenshaw began by reflecting on the… READ MORE ›

Progress in Economics

How has the consensus among economists on such issues as deficit spending and population growth shifted over the decades?