Practical analysis for investment professionals

Equity Investments


Monetary and Fiscal Policy Post-COVID-19: Four Themes

Rob Arnott, Joyce Chang, and Louis-Vincent Gave offer their perspectives on the policy landscape and its implications for investment strategy.

Animal Pandemics: An Overlooked Risk?

When an animal pandemic hits, the results for investors are not pretty.

Book Review: The Day the Markets Roared

Henry Kaufman shows that he was an innovator in the analysis of financial markets.

Volmaggedon, Decarbonizing Everything: Financial Analysts Journal Editor’s Snapshot

Financial Analysts Journal managing editor Heidi Raubenheimer, PhD, CFA, provides a synopsis of the latest issue.

ESG: Full Speed Ahead, with GPS

The Index Industry Association (IIA) surveyed 300 asset managers about how they perceive ESG.

Low- or High-Volatility: Which Wins the Return Battle?

Are low-volatility or high-volatility strategies the better choice when it comes to equity returns?

A Pillar of Modern Finance Turns 50

Quick, what is 1 July 2021 the 50th anniversary of?

A Framework to Drive ESG Financial Discipline

A focus on intangible value creation can bring more financial discipline to ESG investments.

Counting the Cost of Capital and Seeding Network-Based Accounting

Cost of capital is a tenuous concept. Charlie Munger amusingly calls it a “perfectly amazing mental malfunction.”

To Invest Internationally, or Not — That Is the Question

We should lean toward investing in all of the world all of the time.