Practical analysis for investment professionals

Economics


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.

Redefining Fixed Income

The golden age of fixed income is over. That means we have to rethink portfolio management and risk control.

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?

Annie Duke and Morgan Housel: Three Tools for Navigating Risk and Uncertainty

"The best way that you can be a decision maker in this type of environment is not to demand certainty."

Crypto Dreamin’? The Good, the Bad, and the Ugly

The author explains why he remains skeptical and has grown cynical about cryptocurrencies.

Three Reasons to Talk about Managing Capital Gains

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



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