Equity Investments
Commemorating Warren Buffett’s legacy and the Financial Analysts Journal’s 80th Anniversary through the lens of the award-winning article, “Buffett’s Alpha.”
The headlines say active management is dead—but it’s quietly reshaping itself into SMAs, model portfolios, and personalized strategies wrapped in passive clothing.
Discover how new US tariffs could accelerate AI adoption, reshape American industry, and unlock long-term investment opportunities amid economic disruption.
As the equity risk premium declines, alpha becomes critical. Discover how investors can adapt through factor strategies and global diversification.
History, valuation metrics, and macro conditions point to an approaching comeback for small-cap stocks.
For financial analysts and investors, the rise of defense spending in Europe is more than a policy shift -- it’s a structural re-rating of risk and opportunity across the continent.
This book fills a unique gap between the CFA curriculum and the growing demand to find model-driven investment management solutions.
The year is unfolding beneath the weight of mounting geopolitical risks and structural divergences, The challenge for investors isn’t just to react, but to interpret, prepare, and adapt.
Rebalancing may help portfolios stay on target, but its predictability comes at a cost.
Endowments heavily invested in alternatives are falling well behind low-cost indexed portfolios.