Practical analysis for investment professionals

Equity Investments

Manager Selection: An Alpha Generator in Multi-Asset Portfolios

Cheap exchange-traded funds (ETFs) and smart beta products are no substitutes for active management, says Ziad Abou Gergi, CFA. But the manager-selection industry needs to adapt to the changing environment and investors' price sensitivity.

Can Fundamental Momentum Diagnose Mr. Market?

Ben Graham, the father of modern value investing, introduced his Mr. Market analogy back in 1949. Nearly 70 years later, investors are still trying to anticipate Mr. Market's moods. Moshik Kovarsky and Paul Kovarsky, CFA, (no relation) think the Fundamental Momentum strategy can help.

Rupal J. Bhansali: Insist on the “And” Proposition

Rupal J. Bhansali of Ariel Investments says that contrarian value investors refuse to settle for sub-optimal compromises.

Navigating a China Dip

Visiting Hong Kong for the first time in two decades, Mark Harrison, CFA, sees evidence of breakneck economic transformation everywhere. But what happens when the music stops?

Leveraging Active Investing with Small-Cap Stocks

Elizabeth M. Lilly, CFA, thinks that small-cap stock investing is an excellent way to leverage active management. If you do the research.

Inside Mexican Capital Markets with Jaime Lazaro, CFA

Ron Rimkus, CFA, interviews Jaime Lazaro, CFA, CEO of BBVA Asset Management in Mexico City, for an insider's perspective on the evolution of capital markets in Mexico.

What’s in a Factor? A Breakdown by Sectors

Factor investing is everywhere, but considerable uncertainty remains about what factors and their related products represent. So Nicolas Rabener breaks down six well-known factors by sector.

Top Five Articles from January: India, ETFs, and Vollgeld

What were the leading stories from Enterprising Investor in January?

It’s Getting Hot Out There: Investors Need to Pay Attention

As someone who worked directly with climate change data, Joachim Klement, CFA, can assure you: Climate change is real, and investors need to take it into account.

Robo Advice: Are ETFs the Solution?

Much of the financial management industry has concluded that exchange-traded funds (ETFs) are the future of robo advice, says Dan Tammas-Hastings, CFA. That is naive.

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