Data-Driven Investor
This historical narrative uncovers lessons crucial for modern analysts navigating an ever-changing landscape.
Discover the most-read financial insights of 2024, covering a range of topics including private markets, investment risks, and generational wealth. These popular articles showcase key trends and expert perspectives that captivated readers this year.
Understanding the historical context of financial markets is crucial for investment professionals seeking to make informed decisions in today’s complex landscape. This exploration of historical data stretching back more than 230 years reveals how markets have evolved… READ MORE ›
Tariff threats are sending analysts' heads spinning. What will be the consequences for stocks, bonds, and volatility?
Big tech is spending big on AI technologies. Training and operating them has raised concerns about environmental impact. What disclosures should sustainable investors demand?
Big data-driven AI in financial services is a technology that augments human capabilities. We are living in countries governed by the rule of law, and only humans can adopt safeguards, make decisions, and take responsibility for the results.
The relationship between stocks and interest rates is not reliably stable. There are periods when equities are highly rate sensitive, and periods when they aren't.
Mega-cap concentration has exploded since 2015. The corollary to an increasingly top-heavy benchmark is that market diversification and breadth have never been more limited. A multifactor methodology can be a restorative balance to US equities when more traditional measures fall short.
Asset classes such as commodities have historically had notable diversification benefits for longer-term investors who are concerned with inflation.
While the immediate future may not be promising for the equity premium, it looks bright for factor premiums.