Enterprising Investor
Practical analysis for investment professionals

Investment Topics


Book Review: Rethinking Investing: A Very Short Guide to Very Long-Term Investing

Book review: Charles Ellis’s Rethinking Investing offers timeless lessons on savings, index funds, and long-term investing success.

The Geopolitical Hedge Investors Overlook: Rare Earths

In a world where supply chains are vulnerable, rare earths are more than a commodity story. They are a portfolio strategy for managing geopolitical risk.

5 Conversations to Test Whether Your Asset Manager’s AI Adds Value

Investors can cut through the hype: 5 critical conversations reveal whether asset managers’ AI improves performance or masks old strategies.

Private Capital and Systemic Risk

Private equity’s leverage, opacity, and continuation vehicles raise systemic risks that may erode returns and complicate portfolio management.

The MENA Investment Puzzle: Why Regional Integration Still Eludes Capital Markets

Why MENA’s markets remain fragmented, and what integration could mean for investors, growth, and regional opportunity.

Rights Without Power: Why the Put Bond Failed

Why did puttable bonds vanish? This piece explores the gap between rights and power, and why markets rejected a contract without control.

Investment Philosophy Statement: A Way out of the Underperformance Cycle?

Nonprofit portfolios underperform. A clear investment philosophy may be the key to breaking the cycle.

Book Review: The Financial Restructuring Tool Set

Explore Mike Harmon's expert guide to financial restructuring tools, distressed debt, and bankruptcy strategies for investors and practitioners.

Capital Deployment Matters: A Smarter Way to Assess PE Returns

Uncover how idle capital distorts private equity returns and why measuring what’s actually put to work gives investors a truer picture of performance.

How GenAI-Powered Synthetic Data Is Reshaping Investment Workflows

How is GenAI-generated synthetic data helping investment teams simulate markets, boost sentiment models, and extend insight beyond real-world limits?