History & Geopolitics
“Most people tell me that long-run equity valuation data is meaningless," says Russell Napier. "I think they’re wrong.”
Should a bank run in Italy ensue, could the euro fall apart?
The ascent of environmental, social, and governance (ESG) factors, plus Nicolas Rabener on mutual fund momentum chasing and liquid alternatives are among the leading posts from September.
The current recovery may be a long one by historical standards. But it may be some time before we see the end of it. Mark Armbruster, CFA, explains why.
If there were any doubt as to ESG's efficacy in portfolio management, recent efforts by some of the world's largest asset owners may finally put the question to rest.
"Be mindful that the rumor of globalization’s demise is greatly exaggerated," says Taimur Hyat, PhD, of PGIM.
“Where are the screaming actuaries yelling in these burning theaters?” Jeremy Gold once asked. Gold passed away earlier this month, leading Heidi Raubenheimer, PhD, CFA, to recall his words and reflect on the state of the retirement crisis.
Jason Voss, CFA, jumps right into Weekend Reads this week with selections on Adam Smith, machine learning, and protectionism, among other topics.
Is loss aversion overstated? What fueled Portugal's recent economic recovery? These were among the topics covered in the leading Enterprising Investor posts from June.
"People should not underestimate the South African market or write it off due to recent disappointments," Marilize Lansdell tells April J. Rudin.