Practical analysis for investment professionals

Future States


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?

Why People Drive Artificial Intelligence Today and Tomorrow

Now that artificial intelligence has arrived, we all must stay ahead of the curve of the AI revolution.



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