Practical analysis for investment professionals

Equity Investments


The ESG Performance Paradox

Without strong fiduciary standards, ESG may become an excuse for fund managers to underperform and charge higher fees.

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.

Republicans or Democrats: Who Is Better for the Economy?

Should we ignore claims that one party or another is better for markets?

Should Fundamental Investors Give Up on Value Stocks?

For fundamental investors looking for mispricings, value stocks may be best ignored.

Creating Anti-Fragile Portfolios

Is a portfolio long or short volatility? That question is becoming more and more critical.

Green Shock? Stock Market Overreactions to Bad ESG News

Does investor overreaction to ESG controversies create the opportunity for abnormal returns?

Premium Valuations of MNC Companies in India: Future Expectations

Are investors correctly pricing expected future growth in the current valuations of MNC companies and their parents?

Gender Lens Equity Funds: The First Major Test

How did gender lends funds perform amid the pandemic and economic downturn of the first quarter?

Stocks Turned Upside Down? The COVID-19 Beta Effect

Since equity markets peaked in February 2020, the underlying foundation of systematic risk has flipped on its head.



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