Practical analysis for investment professionals

Portfolio Management


Book Review: Heterodox Investment Theory

Thomas Pistorius challenges much of mainstream investment theory that uses mathematical statistics to predict returns.

How to Read Financial News Redux: Process Determines Priorities

How is financial news like a crying baby? Robert J. Martorana, CFA, explains.

Idiocy of the Masses or Masses of Idiots?

Why do investors keep investing in government bonds despite extremely low yields?

In Memoriam: John B. Neff, CFA

The investment world lost another legend in 2019.

ESG and the Commons: From Tragedy to Governance?

Sustainable investing will become the rule and no longer the exception. But this transition comes amid a disquieting change in how we must view capital, production, and their attendant effects.

Global Financial Health Check-Up: What’s the Prognosis?

How healthy are the bank and non-bank sectors across the globe? How does their current status compare with the days preceding the global financial crisis?

The Case Against Small Caps

While most of us may enjoy rooting for the Davids, we're probably better off betting on the Goliaths. Nicolas Rabener explains.

Roger G. Ibbotson: The Price of Popularity

Roger G. Ibbotson thinks investors should maximize their returns with a strategy that hinges on popularity.

Adam Tooze: Where Are We Post-Global Financial Crisis?

“What we learned from 2008 was that it’s not the size of the losses per se, but rather where the losses sit in the financial system,” says Adam Tooze.

Investment Management Fees: Beware the Cobra Effect

Bad incentives lead to bad results, Daniel Brocklebank, CFA, observed at the 72nd CFA Institute Annual Conference.



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