Enterprising Investor
Practical analysis for investment professionals

Data-Driven Investor


Quantum Computing Risks: How Investment Firms Can Protect Data Now

Quantum computing is closer than you think. Future-proof your firm’s security today to stay resilient in the quantum era and safeguard data.

Tokenized Money Market Funds Emerge, Piloted by Industry Big Whigs

Tokenized money market funds promise faster settlement and flexibility but face hurdles in scale, regulation, interoperability, and true market adoption.

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

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

Bear Market Playbook: Decoding Recession Risk, Valuation Impact, and Style Leadership

Explore historical bear markets to decode recession risk, valuation impact, and which investment styles perform best in downturns and recoveries.

Tariffs and Returns: Lessons from 150 Years of Market History

What 150 years of market data reveal about tariffs, growth, and investment returns—and how equity factors have historically delivered resilience.

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.

Top 10 Posts from Q1: Valuation Models, Inflationary Shocks, Private Markets
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This quarter's top reads reveal what's capturing the attention of investment professionals.

Market Concentration and Lost Decades

Modern portfolio theory has taught professional investors the benefits of diversification. Maybe it is time to diversify in a more intentional way to reduce extreme market concentration.

Passive Funds: The Secret Ingredient to Smarter Active Portfolio Management?

This post explores how passive investments complement active strategies, driving better results for clients and portfolios alike.

Beyond the Fed Model: Dissecting Equity Valuation Trends

This post explores the intricacies of the equity risk premium, scrutinizes traditional valuation models, and introduces an updated framework to guide strategic decision-making in today’s volatile environment.