Practical analysis for investment professionals

Future States


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.

Shareholder Activism in Japan

Shareholder activism has been on the rise in Japan. Will that continue in the post–COVID-19 world?

Crypto Dreamin’? The Good, the Bad, and the Ugly

The author explains why he remains skeptical and has grown cynical about cryptocurrencies.

The Half-Life of Financial Knowledge: Glorification of Change vs. Innovative Specialization

What is the half-life of financial knowledge and how can professional investors win the race against it?

The New Depression: COVID-19 and Stocks’ “Rightful Owners”

Defined-contribution assets will be the epicenter for a coronavirus-driven upward redistribution of equity wealth.

Forecasting the Post-Coronavirus World

Joachim Klement, CFA, is confident of one post-pandemic forecast: Fewer things will change than we expect.

Modern Private Equity and the End of Creative Destruction

Our economies are under the stewardship of fund managers with one goal in mind: to maximize fee income, even if it means holding on to impaired assets.

Headwinds Approaching: Are ESG Investors Prepared?

What happens if the tailwinds that have driven returns for ESG investors turn to headwinds?



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