Practical analysis for investment professionals

Future States


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?

Don’t Panic! Coronavirus, GDP, and Unemployment

This is no ordinary recession or depression, and it cannot be measured by ordinary means.

She’s the Boss of Her Money: Four Trends in Women’s Online Investing

Four fintech innovations are providing forums for women to get started as investors.

Five Ways to Retain Your Wealth Management Clients in 2020

To retain clients in an information-saturated digital world, you must communicate the benefits of working with you.

Meir Statman on Coronavirus, Behavioral Finance: The Second Generation, and More

How can behavioral finance inform our response to the coronavirus? Meir Statman gave his perspective on this and other questions.



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