Practical analysis for investment professionals

Drivers of Value


The ESG Performance Paradox

Without strong fiduciary standards, ESG may become an excuse for fund managers to underperform and charge higher fees.

Michael S. Falk, CFA, on Safety Nets, Trampolines, and Opportunity Equality

Michael .S. Falk, CFA, discusses entitlement reform, outdated incentives, the lessons of the pandemic, and more.

Book Review: The Income Factory

The Income Factory shows that double-digit returns are achievable from income and its reinvestment alone.

How Good Is Your Investment Sales Team?

When it comes to evaluating sales teams, "[Pay] more attention to the swing than the shot."

Republicans or Democrats: Who Is Better for the Economy?

Should we ignore claims that one party or another is better for markets?

Investment Firm Culture Change: Five Keys to Success

Firms with strong and healthy cultures share certain essential factors.

Should Fundamental Investors Give Up on Value Stocks?

For fundamental investors looking for mispricings, value stocks may be best ignored.

How to Read Financial News: Home Country, Confirmation, and Racial Bias

We all have biases and blind spots, and it helps to listen to people who see things differently.

Monetary Policy Gone Wild: A Lost Generation of US Growth?

The Fed could be setting the US economy up for a harder fall down the road.

Living with Risk: The COVID-19 Iceberg

Utilitarian calculus is not the right lens through which to view the COVID-19 dilemma. It is the only lens.



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