Practical analysis for investment professionals

Portfolio Management


Joachim Klement, CFA: Three Geo-Economics Trends to Watch

The rise of China, climate change, and cyberthreats will shape the 2020s, Joachim Klement, CFA, predicts.

SPACs: An Uncorrelated Asset Class?

Do special-purpose acquisition companies (SPACs) offer any diversification benefits?

The True Value of Your Muni Portfolio

Viewing your muni portfolio through a tax-smart lens will open your eyes to its true after-tax value.

SPAC Fever: Clear and Present Danger?

How do special-purpose acquisition companies (SPACs) serve public investors?

Building Optimized Portfolios with JPMorgan’s 2021 Forecasts

Even as equity markets set all-time highs and bond yields near generational lows, it is still possible to build resilient portfolios with reasonable return expectations.

Refreshing Revenue, the Cash Conversion Cycle, and Free Cash Flow

GAAP sometimes misrepresents business reality. We can use that fact to generate some alpha.

How to Manage Inflation Risk: The Local Inflation Factor

Amid increasing inflation fears, how can investors measure and protect against the inflation risk in their portfolios?

Trading at All Hours: The Portfolio Implications

All the day trading by the new class of retail investors has not helped the long-only crowd.



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