Practical analysis for investment professionals

Future States


The Price of Nature

To avoid a tragedy of the commons, we need to develop a formal method to price nature assets.

On-Demand Pay: Is It Here to Stay?

The pandemic has spurred the development of Employer Salary Advance Schemes (ESAS), or on-demand pay.

Beware the Bubble? The US Stock Market Cap-to-GDP Ratio

The Buffett Indicator is flashing red and has been for a while now.

Myth-Busting: Low Rates Don’t Justify High Valuations

Lower interest rates may not, in fact, lead to higher P/E ratios.

Is Technology a New Asset Class?

Investors may need to pay more attention to tech than all other sectors combined.

When to Use Big Data — and When Not To

The full promise of big data can only be realized when it is guided by thoughtful human expertise.

Ensemble Active Management: The Blueprint for Rescuing Active Management

Could EAM generate enough added alpha for active management to reclaim its edge over passive?

2021 US Wealth Management Outlook: Becoming “Essential” Financial Advisers

The pandemic has made meetings more personal, technology more integral, and advice more holistic.

Book Review: Active Investing in the Age of Disruption

Evan L. Jones’s vantage point as a manager of managers brings invaluable insight to the most vital issues facing investment professionals.

The US Tax Outlook: Changing States?

As 2020 winds down, many tax- and residency-related matters are coming to the fore. How should you tackle them with clients?