Practical analysis for investment professionals

Equity Investments


Maybe Analyst Recommendations Do Add Value

Following analyst buy or sell recommendations isn’t going to lead to outperformance. Or is it?

Gender Lens Funds: Ups and Downs for Women in the Workforce

The third quarter was an eventful one for gender lens investing as well as women in leadership (WIL) in the financial sector and elsewhere.

Dot-Com Redux: Is This Tech “Bubble” Different?

Is it a dot-com déjà vu for tech stock valuations? Maybe not.

ESG and Fixed-Income Indices Surge in 2020

Market indices have seen constant evolution in more than a century of history, but never more so than in the last year.

Post–COVID-19 Europe: Three Scenarios

Austerity, mutualization, monetization, or some combination thereof? What path will Europe take?

Aging and Equities: Selling Stocks for the Long Term

As the population ages, who will be left to buy stocks?

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?



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