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Is the Euro Uninvestable? The FX Question du Jour

A reduction of the ECB's balance sheet and a serious effort to achieve positive real interest rates will be key to ensuring a turnaround in the fortunes of the EUR/USD.

Equity Risk Premium Forum: MMT, Looking Back, Looking Ahead

"There’s one aspect of MMT that I have some sympathy for: the notion that what we spend money on is far more important than how we finance it." — Cliff Asness

Book Review: Purpose and Profit

The importance of ESG factors has been accelerated by the COVID-19 pandemic, making George Serafeim's book essential reading.

New Breed of Private Capital Firms Will Face Performance Headwinds

A challenge awaits PE firms that amass funds to expand beyond their core competency.

The Fed’s “Time of Testing”: Is This Where the Trouble Will Stop?

“This is a time of testing -- a testing not only of our capacity collectively to reach coherent and intelligent policies, but to stick with them.” -- Paul Volcker

Equity Risk Premium Forum: The Stock/Bond Correlation Switch-Up

"Has the hedge property overtaken the investment property of fixed-income assets?"

ESG Criteria: Global Asset Managers Expand Their Embrace

ESG factors are even more important to global asset managers today than they were a year ago, according to the latest Index Industry Association (IIA) survey.

How to Talk to Clients about Inflation

Clients have concerns about inflation. Here are a few tips to approach these conversations.

A Natural Capital Approach to Sustainable Investing: A Tribute to Pitta

The pitta bird is a rare sight in tropical forests, even to the trained eyes of birdwatchers. Yet there she was, perched on the window of my condo, in a busy metropolis.