Equity Investments
Does it make sense to reframe the active vs. passive debate? Perhaps the question — active or passive? — is not the right one to ask.
How much correlation is there between consumer and business sentiment metrics and market returns?
In this “little” book with big ideas, Martin Fridson, CFA, presents a novel approach that to date has not been systematized in such an evidence-based style.
A fund family's success with bond funds may not translate to the equity side of the ledger.
How do portfolios with asset allocations of 100% equity, 100% bond, 60/40, and 80/20 in the US, UK, Italian, Swiss, and global markets perform over time?
The first step in testing whether ESG funds deliver higher ESG scores is to determine what to compare them against.
The relative outperformance of equity risk factors was one of 2022's rare bright spots.
"Neither the Financial Analysts as a whole nor the investment funds as a whole can expect to ‘beat the market,’ because in a significant sense they (or you) are the market."
Not all ESG news events are associated with significant changes in stock price.
How much does the state of the economy really matter to stock market performance?