Practical analysis for investment professionals

Future States


Payment Decisions: Reflections of Culture, Options, and Self

How does progress in the payments industry affect the payment decisions we make at an individual level?

Cryptocurrencies: Initial Coin Offerings (ICOs)

What are initial coin offerings (ICOs)? Umed Saidov, CFA, shares his take in the latest edition of his Cryptocurrencies series.

The US Economy: Eight More Years of Expansion?

The current recovery may be a long one by historical standards. But it may be some time before we see the end of it. Mark Armbruster, CFA, explains why.

Cybersecurity: The Barbarians Are at the Gate

What can firms do to protect themselves and their clients from potential data breaches? Cybersecurity expert E.J. Yerzak weighs in.

Top Five Articles from August: Growth vs. Value, Blockchain, Tax-Loss Harvesting

In August's leading posts, Larry Cao, CFA, receives a blockchain update, Julie Hammond, CFA, considers the state of fixed income, and Clare Flynn Levy shares tips for succeeding as a portfolio manager.

Investing in a Geopolitical Age

"Be mindful that the rumor of globalization’s demise is greatly exaggerated," says Taimur Hyat, PhD, of PGIM.

For Humans Only: Five Tips for Outstanding Customer Service

Artificial intelligence will change the world for customers across all industries, says Barbara Stewart, CFA. But a few things won’t ever change. People want respect.

Growth vs. Value: Waiting for GODOT

Is it time to start selling growth stocks and buying value stocks?

Blockchain: A Progress Report

Critics of blockchain technology claim that it is too slow for financial transactions and that its consensus mechanism uses too much energy. In this interview, Carl Wegner of the blockchain technology developer R3 paints a more encouraging picture.

Top Five Articles from July: Private Equity, ESG, High Yield Today

Why do professional investors talk about behavioral finance more than they apply its insights? How do single stocks influence factor returns? The leading Enterprising Investor posts from last month address these questions and more.



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