Equity Investments
Without strong fiduciary standards, ESG may become an excuse for fund managers to underperform and charge higher fees.
Despite the shock reverberating through the global economy, equity prices have maintained their upward trajectory. What explains this disconnect?
The Income Factory shows that double-digit returns are achievable from income and its reinvestment alone.
Should we ignore claims that one party or another is better for markets?
For fundamental investors looking for mispricings, value stocks may be best ignored.
Is a portfolio long or short volatility? That question is becoming more and more critical.
Does investor overreaction to ESG controversies create the opportunity for abnormal returns?
Are investors correctly pricing expected future growth in the current valuations of MNC companies and their parents?
How did gender lends funds perform amid the pandemic and economic downturn of the first quarter?
Since equity markets peaked in February 2020, the underlying foundation of systematic risk has flipped on its head.