Practical analysis for investment professionals

Equity Investments


CAPE Is High: Should You Care?

A simple analysis shows that Robert Shiller's cyclically adjusted price-to-earnings ratio changed in the 1990s and that mean-reversion concerns may be misplaced. If CAPE changed three decades ago, however, there is nothing preventing it from doing so again.

Does a Stock’s Price Influence Its Risk Profile?

As a stock falls in value, it becomes more sensitive to market movements and its total volatility increases.

Exploring the Indian Startup Frontier

India's startup ecosystem is booming. Investors have more options than ever.

Don’t Bank on the Equity Risk Premium

Sometimes, regardless of the holding period, stocks do underperform in absolute terms or relative to bonds.

Book Review: The Ownership Dividend

Daniel Peris's new book advises investors that the tide is about to turn: favor dividends over share growth alone.

Looking for Gains in Private Equity? Tips for the Everyday Investor

More than 13% of American households now qualify to invest in private equity. Before diving in, everyday investors should be aware of a few important considerations.

The Remarkable Story of Style Regimes: For the Data-Driven Investor

Growth and value style returns are the market's veritable gulf stream, and investors should not ignore their powerful currents.

Climate Transition Risk in European Equity Markets

How can investors assess climate transition risk in their portfolios?

EAM: How and Why AI-Powered Active Management Will Dominate Passive

For active management to acquire sufficient alpha to eclipse passive, a paradigm shift driven by new technologies and new methods is required. That's where Ensemble Active Management (EAM) comes in.

Know Your Prospect (KYP): What’s in Their Portfolio and Why?

Using a potential client's existing portfolio as a diagnostic tool just might lead to a higher conversion rate.