Practical analysis for investment professionals

Drivers of Value


What Most Active vs. Passive Debates Miss

When it comes to the choice between active and passive, investors have at least three questions to consider.

The Cult of Statistical Significance

Is it statistically significant? Yes. Does it matter? Probably not.

Create Trust!

The obligation to act honestly and with competence must be the core of every financial service.

Shareholder Activism in Japan

Shareholder activism has been on the rise in Japan. Will that continue in the post–COVID-19 world?

No Longer Superheroes? Twilight of the Bonds

With low, nil, or negative yields, how much can bonds still contribute to a portfolio?

Premium Valuations of MNC Companies in India: A Historical Analysis

Why do Indian multinational (MNC) companies trade at higher multiples than their own parent companies?

Three Reasons to Talk about Managing Capital Gains

Now might be a good time to talk to clients about their capital gains taxes.

On Career Resilience in Uncertain Times

How can investment professionals stay relevant in a challenging time?