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Philosophy


The Factor Mirage: How Quant Models Go Wrong

Why factor investing often fails in practice — and how causal reasoning helps quant models perform in the real world.

AI Can Pass the CFA® Exam, But It Cannot Replace Analysts

AI’s CFA exam success underscores finance’s next frontier: mastering technology while keeping human judgment at the core.

6 Ways Longevity Is Transforming Investment Careers

Longevity is reshaping investment careers and workplaces, challenging firms to manage five generations and sustain learning, productivity, and well-being.

Top 10 Blogs from Q3: Private Market Reckoning, Fed Pivots, the Case for Low-Vol

Top 10 blogs from Q3 reveal what investors read most: a private market reckoning, Fed pivots, and the resilience of low-volatility strategies.

Book Review: Irrational Together

Explore how culture, ideology, and group norms influence economic behavior in ways that go beyond standard behavioral finance models.

Hong Kong’s IPO Boom: Gateway or Risk Trap for Investors?

Hong Kong's IPO market reasserts its role as the gateway for Mainland China listings, offering investors new access but persistent concentration risk.

Book Review: The Tax-Smart Donor: Optimize Your Lifetime Giving Plan

Readers and investors will learn how to turn charitable giving into a strategy to save on taxes, maximize charitable impact, and give smarter.

AI in Investment Management: 5 Lessons from the Risk Frontier

As AI transforms investment management with powerful tools for decision making, it still exposes markets to cognitive, regulatory, and systemic risks.

Quarterly Earnings: Signal vs. Noise, Cost vs. Benefit

As policymakers weigh semiannual earnings, data suggest quarterly reports still give investors vital insight.

When the Fed Cuts: Lessons from Past Cycles for Investors

History of Fed easing cycles shows how cuts, hikes, and yield curves shape markets and style factors, offering late-cycle lessons for investors.