Practical analysis for investment professionals

Investment Topics


Five Investing Success Stories from Five International Women

In honor of International Women's Day 2021, Barbara Stewart, CFA, shares the stories of five women investors.

How Long Does Competitive Advantage Last? A Sector Analysis

Does a firm’s competitive advantage tend to endure longer in some sectors than others?

Aswath Damodaran on the COVID Crucible: A Play in Three Acts

"In most crises, young companies suffer at the expense of old companies, risk-on companies get hurt more than risk-off companies," Aswath Damodaran said. "This crisis seems to have flipped the script."

Bernoulli’s Prisoner’s Dilemma: A Goals-Based Perspective

Can goals-based portfolio theory bridge normative and descriptive investment theories?

GameStop or: Why the Short Sellers Win

The GameStop short sellers might have left the market. But don’t for a minute think they are licking their wounds in defeat.

Is Technology a New Asset Class?

Investors may need to pay more attention to tech than all other sectors combined.

Ensemble Active Management: The Blueprint for Rescuing Active Management

Could EAM generate enough added alpha for active management to reclaim its edge over passive?

Book Review: Advances in Retirement Investing

This is an essential source for cohesive retirement investment strategies based on the accumulation and decumulation of wealth, viewed as a continuum.

ESG Research: Solving the Integration Challenges

US managers have been slower to board the ESG bandwagon relative to their European peers. How can they catch up?