Drivers of Value
The US downgrade won’t upend markets—but it may reshape sovereign risk models and investor assumptions. Here’s what to watch next.
What 150 years of market data reveal about tariffs, growth, and investment returns—and how equity factors have historically delivered resilience.
This collection of quotes from US financial history offers timeless lessons in vice, virtue, and investing wisdom for every generation.
Oxford professor Ludovic Phalippou challenges the private equity status quo in a candid discussion on performance, transparency, and the future of the industry.
A leaked AI system prompt reveals hidden biases in Claude's outputs. What every investment professional should know about using LLMs effectively.
Successful investing isn't just about numbers. It's about aligning strategy with the stories people believe about their future.
Commemorating Warren Buffett’s legacy and the Financial Analysts Journal’s 80th Anniversary through the lens of the award-winning article, “Buffett’s Alpha.”
The headlines say active management is dead—but it’s quietly reshaping itself into SMAs, model portfolios, and personalized strategies wrapped in passive clothing.
Mark Rieder’s Reminiscences of a Bond Operator is a hands-on guide to corporate bond analysis, fixed-income portfolio construction, and navigating today’s evolving private credit landscape.
Discover how new US tariffs could accelerate AI adoption, reshape American industry, and unlock long-term investment opportunities amid economic disruption.