Practical analysis for investment professionals

Equity Investments


Machine Learning and FOMC Statements: What’s the Sentiment?

What do machine learning and natural language processing reveal about Federal Open Market Committee statements?

Short Squeezes: A Four-Factor Model

To determine whether a stock might become the target of a short squeeze, there are four criteria to keep in mind.

Top 10 Posts from 2022: Fama and French, Damodaran, the Equity Risk Premium

In a wild year for markets and investing, what EI content most resonated with readers?

ESG (In)Efficiency

Passive ESG investing has become increasingly active. It’s time for a rethink.

What Can AI Do for Investment Portfolios? A Case Study

One AI equity trading model hints at the technology's potential to transform investment management.

Managed Futures: A Risk-Off Solution?

If Treasuries no longer fulfill their traditional role, what other strategies or asset classes can enhance diversification and deliver consistent returns?

Frontier and Emerging Markets: Inflection Points

Should we be adjusting our allocations to emerging or frontier markets?

Will They, or Won’t They? The Risk of Betting on the Fed

Recent market volatility has been driven by speculation about what the Fed will do next.

ESG Fixed-Income Exposure: Index Providers Respond to Asset Manager Demand

The rapid expansion of ESG indexes continues to gain momentum and diversify across asset classes.