Practical analysis for investment professionals

Weekend Reads: Western Mongolia Edition

Back from Mongolia after an extraordinary journey with a family of Kazakh eagle hunters, Lauren Foster shares some of the images she captured and lessons she learned along the 150-kilometer trek.

Home Equity Conversion Mortgages (HECMS): Good for Retirees?

Some researchers maintain that home equity conversion mortgages (HECMs) can improve retirees' income and financial well-being.

Red States, Blue States: Two Economies, One Nation

Red and blue states vary so much in their economic trajectories that they may as well be two distinct countries, writes Joachim Klement, CFA.

Why Isn’t There Any Inflation?

Published estimates suggest inflation has been nonexistent despite extended, near-zero interest rates and a near doubling of the M2 private money supply since the recession.

Portfolio Managers, Artificial Intelligence Is Coming for Your Jobs

Artificial intelligence (AI) is coming to the investment world. Given AI's superior computing power and lack of behavioral biases, some in the investment industry and academic circles believe it will come to dominate the sector.

Risk Is a Moving Target

To mark International Women's Day, Barbara Stewart, CFA, shares insights from her latest research study on women and risk.

Digital Reputation Management 101

Your reputation and that of your firm are your most valuable assets. Make sure you're safeguarding them online and everywhere.

Are Building-Block Funds on the Scrap Heap?

Have building-block offerings been consigned to oblivion, with their considerable legacy assets doomed to gradual decay?

Increasing Client Withdrawal Rates in Retirement

For retirees, success means, in part, not outliving their money. Two recent studies shed insight on how advisers can help clients accomplish that, Isaac Presley, CFA, reports.

Weekend Reads for Investors: Free Lunch Edition

In this edition of Weekend Reads, Jason Voss, CFA, curates stories on the many bogus ways people convince themselves that there is such a thing as a free lunch.

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