Practical analysis for investment professionals

Equity Investments


AI, What Have You Done for Us Lately?

Just how well have artificial intelligence (AI)-focused companies and AI-managed exchange-traded funds (ETFs) performed?

Gender Lens Equity Funds and Women in Leadership: A Report

What does the recent performance of gender lens funds look like and how much variation is there among them?

The Active Manager Paradox: High-Conviction Overweight Positions

Is active management's decade-long losing streak to passive management due to high fees, a lack of manager skill, or something else?

Book Review: The New Stock Market

The New Stock Market is a truly impressive achievement.

Smart Beta vs. Alpha + Beta

Can we create a simple and clean equity portfolio by separating alpha from beta?

Shareholder Value vs. Shareholder Welfare

In whose interest should companies be run? Luigi Zingales shared his thoughts at the 2019 CFA Institute Seminar for Global Investors.

ESG Investing: Can You Have Your Cake and Eat It Too?

Do companies with high environmental, social, and governance (ESG) ratings outperform their lower-ranked counterparts?

Sunny Saturday and the Risks Are Rising

Remember to focus on what might go wrong in the future instead of what has gone right in the past.

Geraldine Sundstrom: Navigating the “Recession Moment”

“There is only one thing that keeps us up at night and could topple the economy into a big recession," says PIMCO's Geraldine Sundstrom. "That is a trade war."

How Are Gender Lens Funds Performing?

Research demonstrates that stronger women in leadership (WIL) metrics correlate with superior company performance.



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