Practical analysis for investment professionals

Future States


Climate Transition Risk in European Equity Markets

How can investors assess climate transition risk in their portfolios?

Can the Fed Pull Off a Soft Landing?

The yield curve is inverted, implying an imminent recession, but the stock market is at or near record highs. What can we make of these contradictory signals?

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.

Revolution and Risk: How to Pilot the AI Revolution

Previous market bubbles provide valuable lessons as we navigate the artificial intelligence revolution. They emphasize the need for a clear-sighted, cautious approach.

Climate Change Calculus: HNWIs and Sustainable Impact Investing

HNWIs understand that there is no backup planet to invest in or build on, and their capital allocations are beginning to align with that sentiment.

Venture Capital: Lessons from the Dot-Com Days

Start-up valuations have yet to fully reflect the market's ongoing downdraft. The correction could prove as protracted as that of the dot-com crash. 

The Unspoken Conflict of Interest at the Heart of Investment Consulting

While investment consultants may claim their advice is conflict-free — and their clients may believe them — it is often heavily biased by the investment consultants' own self-interest.

US Cannabis Investing: An Overview

The cannabis industry constitutes a new frontier in investing and is ripe with growth opportunities.

Top 10 Posts from 2023: The 10 Greatest Investors, ChatGPT, and the Active Management Delusion

Enterprising Investor's most popular posts of the year include contributions from Mark J. Higgins, CFA, CFP, Larry Cao, CFA, Michinori Kanokogi, CFA, and Yoshimasa Satoh, CFA, among others.

Research and Policy Center Five Most Popular Articles of 2023: Sustainability

For sustainability-related content, readers clicked most on "Applying Economics — Not Gut Feel — to ESG" by Alex Edmans in 2023.



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