Enterprising Investor
Practical analysis for investment professionals
Abnormal FX Returns and Liquidity-Based Machine Learning Approaches

Navigating FX market volatility requires more than traditional analysis. Liquidity-aware models and machine learning techniques can provide an edge in detecting and forecasting abnormal returns.

Beyond the Marketing Pitch: Understanding Hedge Fund Risks and Returns

Hedge funds can serve as legitimate diversifiers, but blind allocation is risky. Traditional risk measures like standard deviation and correlation don’t always capture the full picture.

Retirement Readiness in Focus: Key Actions for DC Plan Success in 2025

As market conditions, workforce demographics, and regulatory landscapes evolve, continuous assessment and strategic decision-making will be key for DC plan success.

Is the PEG Ratio a Reliable Market-Timing Tool?

Does the PEG ratio provide meaningful insights for broad market trends?

Bank Runs and Liquidity Crises: Insights from the Diamond-Dybvig Model

This blog explores the mechanics of bank runs -- why they happen even in the absence of fundamental financial distress, and how central banks can intervene to stabilize the system.

Luck vs. Skill: Great Investment Leaders Know the Difference

Our egos are hardwired to fall into the trap of confounding luck and skill. By recognizing the role of chance and reinforcing analytical discipline, investment leaders can build more resilient strategies and teams.

Decoding PE Buyouts: The Full Financial Picture is in the Consolidated Accounts

As the PE landscape evolves, investment professionals must understand how to correctly capture the full picture of a portfolio company’s performance.

What Is the Future of Investing? Augmented Intelligence

How can we design a financial system that integrates AI with human intelligence?

Women and Finance: How Embracing Risk Can Unlock Greater Success

The key to embracing risk? Balance prudence with action, preparation with confidence, and strategy with boldness.

Blinded by Success: How Obsessive Goal-Setting Can Backfire in Finance and Beyond

Ambition is a powerful driver of success, but without perspective, it can become a liability.