Enterprising Investor
Practical analysis for investment professionals

History & Geopolitics


Market Concentration and Lost Decades

Modern portfolio theory has taught professional investors the benefits of diversification. Maybe it is time to diversify in a more intentional way to reduce extreme market concentration.

Geopolitical Change: Investors Should Focus on the Long Term

In our interconnected world, geopolitical events — ranging from trade disputes and regulatory shifts to conflicts and pandemics — capture headlines and influence market sentiments. As investment professionals, it’s crucial for us to understand these dynamics without… READ MORE ›

Women and Finance: How Embracing Risk Can Unlock Greater Success

The key to embracing risk? Balance prudence with action, preparation with confidence, and strategy with boldness.

Book Review: The Making of Modern Corporate Finance

Donald Chew delivers a love letter to unfettered capitalism and the financial system that oils the gears of commerce.

A Guide for Investment Analysts: The Prehistory of the US Markets

This historical narrative uncovers lessons crucial for modern analysts navigating an ever-changing landscape.

Top 10 Posts from 2024: Private Markets, Stocks for the Long Run, Cap Rates, and Howard Marks

Discover the most-read financial insights of 2024, covering a range of topics including private markets, investment risks, and generational wealth. These popular articles showcase key trends and expert perspectives that captivated readers this year.

Editor’s Picks: Top 3 Book Reviews of 2024 and a Sneak Peek at 2025

What books reviewed in 2024 stand out for their applicability to practical issues confronting investment decision-makers?

A Guide for Investment Analysts: Toward a Longer View of US Financial Markets

Understanding the historical context of financial markets is crucial for investment professionals seeking to make informed decisions in today’s complex landscape. This exploration of historical data stretching back more than 230 years reveals how markets have evolved… READ MORE ›

When Tariffs Hit: Stocks, Bonds, and Volatility

Tariff threats are sending analysts' heads spinning. What will be the consequences for stocks, bonds, and volatility?

A Guide for Investment Analysts: Working with Historical Market Data

Interested in working with older historical data? Pitfalls lurk for the unwary.


Close
THIS IS A SNACKBARACTION
License info goes here