Practical analysis for investment professionals

economics


Russell Napier: Equity Markets and Structural Change

“Most people tell me that long-run equity valuation data is meaningless," says Russell Napier. "I think they’re wrong.”

Unlisted Infrastructure: Essential Assets?

In world hungry for yield, what role can infrastructure play? Paul Kovarsky, CFA, spoke with Alina Osorio, CFA, of Fiera Infrastructure for her take.

What Millennials Want: Not What You Think

Everyone thinks they have millennials figured out. But a new report suggests we don't know what we think we know about this critical demographic, especially when it comes to investing.

Reading Around: The Latticework Framework

Want to be a better investor? Joachim Klement, CFA, recommends embracing Charlie Munger's latticework framework and reading around your field.

The Power of Passive

Because the flood into passive management appears unstoppable, it is worth considering the limits of the trend.

Buyer Beware vs. Seller Beware

Questions about whether financial service providers should design better products and sell them responsibly or consumers should take responsibility for their own purchases through financial education miss the point.

Smart Beta: How to Avoid Fixed Income’s “Crocodile Jaws”

Can smart beta help bond investors escape fixed income's "crocodile jaws"? Salvatore J. Bruno and Kelly Ye, CFA, weigh in in an interview with Paul Kovarsky, CFA.

An Italian Bank Run Could Crack the Euro

Should a bank run in Italy ensue, could the euro fall apart?

Investing in a Winner-Take-All World

Today's winners are winning bigger and dominating differently than their predecessors. Erik Weisman, PhD, and Sean Cameron, CFA, think that it could be an enduring trend.

Andrew W. Lo: To Survive Adaptive Markets, Look to Biology

Andrew W. Lo explained how insights from biology can address the shortcomings of the efficient market hypothesis (EMH).



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