Practical analysis for investment professionals

Equity Investments


Green and Renewable Energy: Not So Fast?

Our carbon neutral future may be a long way off.

Are Reindeer Good Stock Pickers?

Beating a passive benchmark is hard. And that's true for both reindeer and people.

Put Your Money Where Your Mouth Is: Vegetarian and Vegan Investing

Might financing vegetarian products be the game changer that moves our consumer habits in a more sustainable direction?

Inflation: What If It Doesn’t?

Joachim Klement, CFA, expects inflation to fall. But that doesn't stop him from asking, What if I'm wrong?

Passive vs. Active Management: Three Myths in DC Plan Strategy Selection

Actively managed strategies should have a place at the core of well-designed retirement plans.

Machine Learning: Explain It or Bust

Interpretability is paramount in machine learning.

4×4 Asset Allocation: Four Goals over an Investment Horizon

Assets and liabilities in any portfolio should contribute to liquidity maintenance, income generation, preservation of capital, and growth.

Modern Variants of Capitalism, Part 2: Financial Capitalism

In financial capitalism, wealth is transaction-based rather than operational.

Growth in Sustainable Indices Proves Sustainable

The number of indices measuring ESG criteria continues to spike, Rick Redding, CFA, reports.

Dow 36,000! Crypto $3 Trillion! Charting a Wild Decade in Finance

Dow 36,000, crypto, Brexit, GameStop, pandemic. Imagine you uttered these terms back in the autumn of 2011, when Enterprising Investor first launched. What would they have evoked?



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