Practical analysis for investment professionals

Investment Topics


Book Review: Investing in the Era of Climate Change

Bruce Usher identifies both what the implications of climate change are for the investment community and how investment capital allows us “to save us from ourselves.”

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?