Practical analysis for investment professionals

Portfolio Management


What Most Active vs. Passive Debates Miss

When it comes to the choice between active and passive, investors have at least three questions to consider.

Create Trust!

The obligation to act honestly and with competence must be the core of every financial service.

Redefining Fixed Income

The golden age of fixed income is over. That means we have to rethink portfolio management and risk control.

No Longer Superheroes? Twilight of the Bonds

With low, nil, or negative yields, how much can bonds still contribute to a portfolio?

Annie Duke and Morgan Housel: Three Tools for Navigating Risk and Uncertainty

"The best way that you can be a decision maker in this type of environment is not to demand certainty."

Three Reasons to Talk about Managing Capital Gains

Now might be a good time to talk to clients about their capital gains taxes.

Book Review: Wealth of Wisdom

The editors are to be commended for creating a genuinely valuable resource for wealth management specialists.

The Half-Life of Financial Knowledge: Glorification of Change vs. Innovative Specialization

What is the half-life of financial knowledge and how can professional investors win the race against it?

Aswath Damodaran on Valuations amid COVID-19: “Go Back to Basics”

Don't abandon valuation fundamentals during the COVID-19 crisis, says Aswath Damodaran.



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