Practical analysis for investment professionals

Economics


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Michael .S. Falk, CFA, discusses entitlement reform, outdated incentives, the lessons of the pandemic, and more.

The Path Ahead: Insights on the Economic Recovery

Despite the shock reverberating through the global economy, equity prices have maintained their upward trajectory. What explains this disconnect?

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.

Three Ways Asset Managers Can Embrace Responsible Product Innovation

How can asset managers embed responsible innovation into their products?

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.



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