Practical analysis for investment professionals

Portfolio Management


Weekend Reads: Upside Down Edition

Jason Voss, CFA, jumps right into Weekend Reads this week with selections on Adam Smith, machine learning, and protectionism, among other topics.

Four Challenges in the ESG Market: What’s Next?

It's time for environmental, social, and governance (ESG) investing to become more of a science and less of an art, says Christopher K. Merker, PhD, CFA.

Will Bitcoin Make It?

Portfolio managers and advisers who have accepted bitcoin and cryptocurrencies on a conceptual level must wrestle with practical questions for their flesh-and-blood clients, says Ron Rimkus, CFA.

13 Charts: High Yield Today

The standard joke about high-yield bonds is that they're not high yield any longer. Let's replace it with something better.

The Impact of Single Stocks on Factor Returns

Using the Value factor as a case study, how do single stocks influence factor returns? And how do the FAANG stocks influence six common equity factors?

Top Five Articles from June: Kahneman, India, the Kelly Criterion Reevaluated

Is loss aversion overstated? What fueled Portugal's recent economic recovery? These were among the topics covered in the leading Enterprising Investor posts from June.

Don’t Underestimate South Africa’s Wealth Market

"People should not underestimate the South African market or write it off due to recent disappointments," Marilize Lansdell tells April J. Rudin.

Skill Ratio vs. Information Ratio

Isn’t it worthwhile to understand that while a manager’s monthly excess returns may be volatile, their excess returns across five-year time periods are relatively smooth?

You May Beat an Algorithm Today. What about Tomorrow?

Innovation has cumulative effects, and after more than 50 years of Moore's law and numerous other advances, algorithmic decision making fits too tightly into investment processes to be ignored.



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