Enterprising Investor
Practical analysis for investment professionals

The Missing Link in Cross-Border Healthcare M&A: Finance-Led Integration

Finance teams play a vital role in cross-border healthcare M&A. This blog offers a framework for driving integration success through strategic finance.

Resilience Is the New Alpha: Rethinking Risk in a Fragile World

The market has stopped applauding good intentions and started testing whether companies can withstand the world's mess.

Small Caps vs. Large Caps: The Cycle That’s About to Turn

History, valuation metrics, and macro conditions point to an approaching comeback for small-cap stocks.

Can Generative AI Disrupt Post-Earnings Announcement Drift (PEAD)?

Can generative AI eliminate post-earnings announcement drift (PEAD) -- or just reshape it? Explore how this emerging technology could redefine market efficiency.

Investing Through Uncertainty: 5 Lessons in Emotional Discipline

In light of the uncertainty dominating today’s markets and headlines, it’s worth revisiting some of the behavioral pitfalls that have tripped up investors for centuries.

Social Norms Shape Investment Behavior. What Can Advisors Do About It?

Note to financial advisors: It’s time to embrace the norm effect and rethink how we influence investment decisions.

Europe Rearms: What Defense Spending Means for Markets

For financial analysts and investors, the rise of defense spending in Europe is more than a policy shift -- it’s a structural re-rating of risk and opportunity across the continent.

Book Review: Quantitative Risk and Portfolio Management: Theory and Practice

This book fills a unique gap between the CFA curriculum and the growing demand to find model-driven investment management solutions.

How Tariffs and Geopolitics Are Shaping the 2025 Global Economic Outlook

The year is unfolding beneath the weight of mounting geopolitical risks and structural divergences, The challenge for investors isn’t just to react, but to interpret, prepare, and adapt.

Rebalancing’s Hidden Cost: How Predictable Trades Cost Pension Funds Billions

Rebalancing may help portfolios stay on target, but its predictability comes at a cost.