Practical analysis for investment professionals

Investment Topics


The FX Swap Market: Growing in the Shadows

The foreign exchange (FX) swap market ought to be both transparent and well regulated. It is neither.

ChatGPT and Large Language Models: Syntax and Semantics

Today, ChatGPT and large language models (LLMs) more generally represent the next evolution in AI/ML technology. And that comes with a number of implications.

The Benefits of Using Economically Meaningful Factors in Financial Data Science

As machine learning (ML) and data science become ever more integrated into finance, which factors should we consider for our ML-driven investment models and how should we select among them?

Commercial Real Estate Today: An Overview

How has the post-pandemic world of renewed geopolitical tensions, resurgent inflation, and rising interest rate pressures reshaped how real estate capital markets operate? Where is the commercial real estate (CRE) sector headed and how can investors respond?

Active vs. Passive Revisited: Six Observations

Does it make sense to reframe the active vs. passive debate? Perhaps the question — active or passive? — is not the right one to ask.

Debunking the Myth of Market Efficiency

Market complexity transcends disciplines and cannot be entirely modeled out.

More Realistic Retirement Income Projections Require Dynamic Adjustments

How can we incorporate dynamic spending into retirement income projections?

DC Plan Sponsors: Seven Priorities for 2023

Plan sponsors have a vital responsibility to provide and manage retirement benefits on behalf of their employees. Here's what they need to focus on in 2023.

Short Squeezes: A Four-Factor Model

To determine whether a stock might become the target of a short squeeze, there are four criteria to keep in mind.

Every Day Is Tax Day: Five Tax Strategies for HNW Clients

Our clients' taxes and the tax-savings strategies we can devise for them should be on our minds year-round.



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