Enterprising Investor
Practical analysis for investment professionals

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The Growth Story Behind Insurance-Linked Securities

Investors are revisiting insurance-linked securities for yield, diversification, and resilience amid rising catastrophe risk.

Managing Client Fear: The Cognitive Skill Every Financial Advisor Should Master

A simple cognitive trick helps advisors reframe client fear, restore perspective, and guide decisions grounded in long-term goals.

From Risk to Resilience: What Finance Can Learn from the Futures

From forecasting to foresight: how scenario thinking enhances risk awareness and long-term resilience in finance.

Private Markets: Why Retail Investors Should Stay Away

Retail access to private markets is growing, but opacity, illiquidity, and weak governance raise serious concerns for investors.

Book Review: On Progress and Prosperity

A collection of witty insightful essays by Larry Siegel explore progress, investing, and the ideas shaping modern economics.

China Inc. Returns: What’s Driving HKEX’s Boom

Chinese Mainland firms shift from Wall Street to HKEX as reforms, delistings, and policy alignment drive record listings and new investor access.

A Strategic Buyer’s Guide to PE Exits

The line between financial engineering and sustainable value creation in PE exits is thin, and strategic buyers must be prepared to tell the difference.

The Factor Mirage: How Quant Models Go Wrong

Why factor investing often fails in practice — and how causal reasoning helps quant models perform in the real world.

AI Can Pass the CFA® Exam, But It Cannot Replace Analysts

AI’s CFA exam success underscores finance’s next frontier: mastering technology while keeping human judgment at the core.

6 Ways Longevity Is Transforming Investment Careers

Longevity is reshaping investment careers and workplaces, challenging firms to manage five generations and sustain learning, productivity, and well-being.