Practical analysis for investment professionals

Portfolio Management


The ESG Performance Paradox

Without strong fiduciary standards, ESG may become an excuse for fund managers to underperform and charge higher fees.

The Path Ahead: Insights on the Economic Recovery

Despite the shock reverberating through the global economy, equity prices have maintained their upward trajectory. What explains this disconnect?

Book Review: The Income Factory

The Income Factory shows that double-digit returns are achievable from income and its reinvestment alone.

Three Ways Asset Managers Can Embrace Responsible Product Innovation

How can asset managers embed responsible innovation into their products?

Should Fundamental Investors Give Up on Value Stocks?

For fundamental investors looking for mispricings, value stocks may be best ignored.

How to Read Financial News: Home Country, Confirmation, and Racial Bias

We all have biases and blind spots, and it helps to listen to people who see things differently.

Monetary Policy Gone Wild: A Lost Generation of US Growth?

The Fed could be setting the US economy up for a harder fall down the road.

A Guide to Donor-Advised Funds: Five Factors

What are the basic features of donor-advised funds (DAFs) and what are the considerations in the asset allocation decision for a given donor?

Why You Should Be a Goals-Based Investor

What if our traditional models of choice are not measuring people’s true objectives?

Negative Interest Rates: Accentuate the Positive

Negative interest rates may offer an opportunity, says Eric Lonergan.



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