Practical analysis for investment professionals

Weekend Reads: Upside Down Edition

Jason Voss, CFA, jumps right into Weekend Reads this week with selections on Adam Smith, machine learning, and protectionism, among other topics.

Four Challenges in the ESG Market: What’s Next?

It's time for environmental, social, and governance (ESG) investing to become more of a science and less of an art, says Christopher K. Merker, PhD, CFA.

New Insights on the Trust Crisis in Finance

Research shows that trust in the finance sector is on the rise around the globe.

Private Equity Funds: Leverage and Performance Evaluation

Leverage is pervasive in today’s private equity markets. Antonella Puca, CFA, CIPM, CPA, explores how private equity funds apply it and how investors should approach it.

Will Bitcoin Make It?

Portfolio managers and advisers who have accepted bitcoin and cryptocurrencies on a conceptual level must wrestle with practical questions for their flesh-and-blood clients, says Ron Rimkus, CFA.

The Media Challenge for Cryptoasset Investors

At the core of the cryptocurrency craze is the fear of missing out (FOMO).

13 Charts: High Yield Today

The standard joke about high-yield bonds is that they're not high yield any longer. Let's replace it with something better.

The Impact of Single Stocks on Factor Returns

Using the Value factor as a case study, how do single stocks influence factor returns? And how do the FAANG stocks influence six common equity factors?

Measuring Financial Literacy Outreach Efforts and Why It Matters

Efforts to improve financial literacy are critical. But how do we know if these efforts work? How can we gauge their effectiveness?

The Knowing-Doing Gap in Behavioral Finance

Why do professional investors talk about behavioral finance more than they apply its insights?



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