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Active vs. Passive Revisited: Six Observations

Does it make sense to reframe the active vs. passive debate? Perhaps the question — active or passive? — is not the right one to ask.

ChatGPT and Large Language Models: Six Evolutionary Steps

What were the critical stages of LLMs' early development? Where is the technology headed? How will it transform investing?

Do Sentiment Metrics Matter to the Markets?

How much correlation is there between consumer and business sentiment metrics and market returns?

Digital Asset Markets: Five Important Themes

All risk assets face an uncertain macro future. But we can't forget the long-term asymmetric opportunity that digital assets may offer.

SEC Scrutiny of ESG-Related Disclosures: What to Expect

What should investors know about the SEC filing review process and how it may affect ESG-related disclosures?

Distress Investing: A Tale of Two Case Studies

With recession forecasted in many economies this year or next, distressed situations will be an important source of deals for prospective investors.

Regret and Optimal Portfolio Allocations

To understand risk for portfolio optimization purposes, we need to consider regret.

ChatGPT and Generative AI: What They Mean for Investment Professionals

How will all the ChatGPT- and LLM-related developments affect how investment professionals work?

The First Republic Takeover: What Happened?

First Republic’s investment of its significant uninsured deposits in jumbo loans left it illiquid in a rising interest rate environment.