Equity Investments
A simple cognitive trick helps advisors reframe client fear, restore perspective, and guide decisions grounded in long-term goals.
Markets move on change, not levels. Spot shifts in growth, inflation, and liquidity early to stay ahead of the global cycle.
Sharpe’s arithmetic explained markets at rest. Pedersen’s model shows markets in motion and how active management creates real economic value.
Chinese Mainland firms shift from Wall Street to HKEX as reforms, delistings, and policy alignment drive record listings and new investor access.
Top 10 blogs from Q3 reveal what investors read most: a private market reckoning, Fed pivots, and the resilience of low-volatility strategies.
Five forces shaping investor sentiment in 2025: AI hype, rising fees, market timing, behavioral traps, and renewed focus on discipline.
Hong Kong's IPO market reasserts its role as the gateway for Mainland China listings, offering investors new access but persistent concentration risk.
Markets can mimic peacock mating as flashy signals seduce capital while real economic fitness risks are ignored until reality bites.
History of Fed easing cycles shows how cuts, hikes, and yield curves shape markets and style factors, offering late-cycle lessons for investors.
In a world where supply chains are vulnerable, rare earths are more than a commodity story. They are a portfolio strategy for managing geopolitical risk.