Practical analysis for investment professionals

Portfolio Management


How Painful Can Factor Investing Get?

The last 18 months have not been kind to factor investors, and multi-factor products — with an almost 20% decline — have provided little relief.

Status Anxiety Or: How Our Neighbors Make Us Worse Investors

The best way to keep up with the Joneses is to ignore them. Joachim Klement, CFA, explains.

Rising Risk: Accounting Shenanigans and Alternative Investments

The next crash may unearth accounting scandals to rival those of Enron and WorldCom, says Sebastien Canderle.

Edward Altman: Where Are We in the Credit Cycle?*

Has the bubble in credit markets achieved new momentum? Edward Altman weighs in.

Negative Interest Rates: Carry an Umbrella at All Times

Negative interest rates are back! Should portfolio managers change their game plans because of them?

How to Read Financial News Redux: Understanding Consensus

Consensus expectations are a logical starting point for putting any financial news into its proper context.

Indexing: Out with Tradition?

How do traditional and non-traditional indexing compare in the US stock market?

Sunny Saturday and the Risks Are Rising

Remember to focus on what might go wrong in the future instead of what has gone right in the past.

Emotions and Decision Making: Five Steps to Improve Your Process

The best defense against bad decisions is to fire up our System 2 thinking.

Geraldine Sundstrom: Navigating the “Recession Moment”

“There is only one thing that keeps us up at night and could topple the economy into a big recession," says PIMCO's Geraldine Sundstrom. "That is a trade war."



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