Practical analysis for investment professionals

Investment Topics


Myth-Busting: Equities Are an Inflation Hedge

How can investors hedge against inflation risk? Do equities offer any protection?

Viewing Technology Stocks through a Gender Lens

How are the FANGMAN and other tech stocks performing from a gender lens perspective?

Herd and Illusory Superiority Bias: Why Even Seasoned Investors Succumb

How do we check our investment decisions for signs of herd mentality, illusory superiority, or any other bias?

Green Carrots and Sticks: Incentivizing Climate Solutions

If the carrots are tasty and the incentives are right, oil and mining companies will gladly invest in green technologies.

The Short, the Index, and the Private Markets

There is no valid benchmark for the unlisted private equity sector. That needs to change.

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.