Practical analysis for investment professionals

Future States


Better Inflation Forecasters: Economists or Consumers?

How accurate are the short- and long-term realized inflation forecasts of consumers and economists?

Return to Tradition? Three Reasons to Consider a Bond Allocation

As the Fed nears its terminal rate, bonds may reassume their traditional role as a portfolio “diversifier.”

ChatGPT and Large Language Models: Their Risks and Limitations

Inaccessible data and the limits of computing power are only two of the obstacles holding LLMs back.

How Can Family Offices Leverage Artificial Intelligence? Four Applications

AI will revolutionize family office operations. That's why each office must be intentional about its AI adoption formula, governance procedures, and long-term AI roadmap.

Private Capital: Lessons from the Conglomerate Era

With their sprawling empires, the largest alternative asset managers have adopted strategies that borrow extensively from the octopus-like corporate conglomerate business model.

A Mixed Outlook? The Banking Sector and Its Three Key Drivers

To understand the mid- to long-term outlook for the banking sector, we need to understand the key drivers at work in the industry today.

ChatGPT and Large Language Models: Syntax and Semantics

Today, ChatGPT and large language models (LLMs) more generally represent the next evolution in AI/ML technology. And that comes with a number of implications.

The Auto Sector’s Green Transition: Three Roads to Lower Returns?

Are investors fully factoring in enough investment risk from the green transition?

Small Caps: Party Like It’s 2000?

The legendary musician Prince exhorted us to “Party like it’s 1999,” but today, as a small-cap stock investor, I’d flip the calendar one year ahead, to 2000.

Project Finance: Beware Interest Rate Miscalculations

To navigate the storms of interest rate variability, we need foresight and flexibility.



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