Practical analysis for investment professionals

Portfolio Management


ESG Matters: Global Trends and Transitions

How are women growing in importance in the investment ecosystem? How are firms approaching the sustainability journey?

Beware the Bubble? The US Stock Market Cap-to-GDP Ratio

The Buffett Indicator is flashing red and has been for a while now.

Myth-Busting: Low Rates Don’t Justify High Valuations

Lower interest rates may not, in fact, lead to higher P/E ratios.

GameStop or: Why the Short Sellers Win

The GameStop short sellers might have left the market. But don’t for a minute think they are licking their wounds in defeat.

Is Technology a New Asset Class?

Investors may need to pay more attention to tech than all other sectors combined.

Ensemble Active Management: The Blueprint for Rescuing Active Management

Could EAM generate enough added alpha for active management to reclaim its edge over passive?

Book Review: Advances in Retirement Investing

This is an essential source for cohesive retirement investment strategies based on the accumulation and decumulation of wealth, viewed as a continuum.

ESG Research: Solving the Integration Challenges

US managers have been slower to board the ESG bandwagon relative to their European peers. How can they catch up?

Active Success: Investing Lessons from Odysseus

With his patience and preparation, Odysseus would have made a great investor.