Practical analysis for investment professionals

Investment Topics


DC 2.0: Three Paths to More Equitable Retirement Programs

How can we create better retirement outcomes for employees and help our organizations achieve DEI-related goals?

The Next 75 Years: Will Generalists or Specialists Prevail?

To generalize or specialize? Seventy-five years after CFA Institute was established, how should investment professionals and aspiring investment professionals approach the choice?

More Than Just Oil: Saudi Arabia’s Improved Credit Rating

Contrary to the popular narrative, oil isn't all that matters to the Saudi economy.

China’s Enterprise Annuities: “Long-Term Money, Short-Term Investment”

The operation of enterprise annuities in China suffers from a "long-term money, short-term investment" mindset.

Causality Techniques in Investment Management: Five Key Findings

What are the most widely used causality tests in the equity markets?

Spotlight on SPACs: More Risk Than Opportunity?

SPACs may be worth another look. A long, careful look.

Myth-Busting: ETFs Are Eating the World

What effect has passive investing, including ETFs and index-tracking mutual funds, had on the US stock market?

Investing’s First Principles: The Discounted Cash Flow Model

The DCF model is not only relevant to today’s market, it remains an absolute necessity.

Fama and French: The Five-Factor Model Revisited

How well has Fama and French's five-factor model explained returns?

Women and Investing: Six Questions Answered

How have women changed their investing habits since the pandemic went global?