Practical analysis for investment professionals

Investment Topics


Book Review: Enrich Your Future

This engaging book is simultaneously memorable and humorous. The numerous sports analogies will have you smiling as you absorb Larry Swedroe's unforgettable investment precepts.

CAPE Is High: Should You Care?

A simple analysis shows that Robert Shiller's cyclically adjusted price-to-earnings ratio changed in the 1990s and that mean-reversion concerns may be misplaced. If CAPE changed three decades ago, however, there is nothing preventing it from doing so again.

Does a Stock’s Price Influence Its Risk Profile?

As a stock falls in value, it becomes more sensitive to market movements and its total volatility increases.

Managing Regret Risk: The Role of Asset Allocation

Regret risk is a quantifiable phenomenon. The answer for some clients may be equally weighted portfolios.

The Art and Science of DC Plan Investment Design

Defined contribution plan sponsors need to take a disciplined approach to investment menu construction.

Don’t Bank on the Equity Risk Premium

Sometimes, regardless of the holding period, stocks do underperform in absolute terms or relative to bonds.

Book Review: The Ownership Dividend

Daniel Peris's new book advises investors that the tide is about to turn: favor dividends over share growth alone.

Looking for Gains in Private Equity? Tips for the Everyday Investor

More than 13% of American households now qualify to invest in private equity. Before diving in, everyday investors should be aware of a few important considerations.

The Remarkable Story of Style Regimes: For the Data-Driven Investor

Growth and value style returns are the market's veritable gulf stream, and investors should not ignore their powerful currents.

Actively Managed Credit Strategies Can Meet Impact Goals, Alpha Targets

Profitability and sustainability are not mutually exclusive in active credit strategies.