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Fundamental Value Revisited? Three Investing Tips for “Absolutely Crazy” Conditions

What do we do in an environment where fundamentals begin to take a backseat to public policy?

Twenty Years On, SOX has Improved U.S. Corporate Reporting & Audit Quality

SOX, so years on: Global investors see need for several improvements in U.S., and ay SOX-like enhancements need implementation globally.

COVID-19 Correlations: Local Cases, Local Returns?

Do local COVID-19 case counts have any correlation with local stock returns?

Book Review: The Future of Money

Eswar S. Prasad provides an interesting and insightful exposition on the shifting landscape from traditional paper notes to digital currencies.

Pensions, Crypto, and Trust: Digital Assets and Retirement Funds

Many pension funds are exploring allocations to cryptoassets. What does that mean for the future of trust in the financial services industry?

The Disappointing Level of Climate Disclosures

The following post summarizes some key ideas from a recent edition of the CFA Institute podcast The Sustainability Story.  CFA Institute’s Matt Orsagh, CFA, CIPM spoke with Barbara Davidson, head of accounting, audit and disclosure at Carbon Tracker.  In this podcast, Ms. Davidson talks about how bad the level of climate disclosures is for carbon intensive companies, especially in the US.

Book Review: Convertible Securities

Tracy V. Maitland, F. Barry Nelson, CFA, and Daniel G. Partlow's book "presents quantitatively sophisticated valuation methods and trading strategies, invoking terms of art that will be new even to many seasoned practitioners."

Equity Risk Premium Forum: Term Structure, Mean Reversion, and CAPE Reconsidered

Does the equity risk premium (ERP) vary depending on the term structure? Does reversion to the mean dictate that it will decrease the longer the time horizon?