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Equity Investments


Katherine Collins, CFA, Explains How COVID-19 Has Changed ESG Investing
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Putnam's head of sustainable investing explains that the methods companies use to generate results are becoming as important as the results themselves.

Aswath Damodaran Discusses Valuation amid COVID-19
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Stern School of Business Professor Aswath Damodaran says it's important not to abandon valuation fundamentals.

The Revolution Will be Publicly Traded
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Catherine D. Wood, CEO of ARK Investment Management, has shown that investors looking to benefit from the tech revolution can make big gains in public markets.

Roger Ibbotson Explains the Price of Popularity
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Yale Professor Roger Ibbotson says that brand value, competitive advantage, and company reputation may help investors identify overlooked equity investments.

Deborah Fuhr Discusses the Growth of ETFs
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Deborah Fuhr, managing partner and co-founder of ETFGI, expects the ETF/ETP industry to increase to US$22.3 trillion by 2025.

Ronald N. Kahn: Seven Trends in Investment Management
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BlackRock's Ronald N. Kahn says big data is neither a gimmick nor a guarantee of success for the challenges confronting active management.

Food for Thought: An Insight into Japan’s Outlook
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Japan's nominal GDP has increased, its unemployment rate has fallen, and return on equity measures are strong — why are investors not rushing into the country?

Decrypting Earnings Calls with Natural Language Processing
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David Pope, CFA, sees natural language processing (NLP) as a systematic and sensible way for analysts to review larger amounts of information in less time.

The VIX Mirage and the Portfolio Insurance Paradox
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The recent swings in equity performance mean that portfolio managers must adapt to volatility and plan their investments carefully.