Practical analysis for investment professionals

Future States


The ESG Performance Paradox

Without strong fiduciary standards, ESG may become an excuse for fund managers to underperform and charge higher fees.

Michael S. Falk, CFA, on Safety Nets, Trampolines, and Opportunity Equality

Michael .S. Falk, CFA, discusses entitlement reform, outdated incentives, the lessons of the pandemic, and more.

The Path Ahead: Insights on the Economic Recovery

Despite the shock reverberating through the global economy, equity prices have maintained their upward trajectory. What explains this disconnect?

How to Read Financial News: Home Country, Confirmation, and Racial Bias

We all have biases and blind spots, and it helps to listen to people who see things differently.

Living with Risk: The COVID-19 Iceberg

Utilitarian calculus is not the right lens through which to view the COVID-19 dilemma. It is the only lens.

Negative Interest Rates: Accentuate the Positive

Negative interest rates may offer an opportunity, says Eric Lonergan.

Creating Anti-Fragile Portfolios

Is a portfolio long or short volatility? That question is becoming more and more critical.

ESG at a Tipping Point

ESG's growing prominence requires that investors expand their toolkits.

Using Artificial Intelligence to Sell Mutual Funds: Three Phases

How can artificial intelligence (AI) transform how investment products are distributed?

Redefining Fixed Income

The golden age of fixed income is over. That means we have to rethink portfolio management and risk control.



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