Practical analysis for investment professionals

diversification


Book Review: Beyond Diversification

The range of tools that Sébastien Page, CFA, sets out in this book can help investors make better decisions.

To Invest Internationally, or Not — That Is the Question

We should lean toward investing in all of the world all of the time.

In Memoriam: David Swensen

With David Swensen's passing, the financial community has lost one of the most important investors of modern times.

What Is an Asset Class?

The economy has only a handful of truly fundamental drivers that influence different asset classes.

Diversification: High Dispersion Beats Low Correlation

When advisers talk about diversification their go-to variable is correlation. That's a mistake.

In Practice Summary: Reassessing the Drivers of Commodity Futures Returns

What is the effect on portfolio returns when the commodity futures market as a whole is in backwardation or contango during recessions and during unexpected inflation?

Inside Mexican Capital Markets with Jaime Lazaro, CFA

Ron Rimkus, CFA, interviews Jaime Lazaro, CFA, CEO of BBVA Asset Management in Mexico City, for an insider's perspective on the evolution of capital markets in Mexico.

Book Review: Your Complete Guide to Factor-Based Investing

Your Complete Guide to Factor-Based Investing is invaluable to practitioners who wish to design optimal portfolios. The authors define basic terms and discuss practical issues of implementation.

Weekend Listening: Listen Widely and Be Curious

Tadas Viskanta curates a selection of finance- and investment-related podcasts — from Barry Ritholtz and Tim Harford, among others — in the premiere edition of the Weekend Listening series on Enterprising Investor.