Practical analysis for investment professionals

equities


Shareholder Activism in Japan

Shareholder activism has been on the rise in Japan. Will that continue in the post–COVID-19 world?

Premium Valuations of MNC Companies in India: A Historical Analysis

Why do Indian multinational (MNC) companies trade at higher multiples than their own parent companies?

Three Reasons to Talk about Managing Capital Gains

Now might be a good time to talk to clients about their capital gains taxes.

Research Spending Post-MiFID II: Is COVID-19 the Straw that Broke the Camel’s Back?

The active equity strategies of European managers are at significant risk.

Aswath Damodaran on Valuations amid COVID-19: “Go Back to Basics”

Don't abandon valuation fundamentals during the COVID-19 crisis, says Aswath Damodaran.

The New Depression: COVID-19 and Stocks’ “Rightful Owners”

Defined-contribution assets will be the epicenter for a coronavirus-driven upward redistribution of equity wealth.

If an Investment Strategy Looks Too Good to Be True, Look under the Hood

How could a portfolio invested 51% in the S&P 500 Index yield the same returns as one that's 100% invested?

Gender Lens Funds: What Was the Impact in 2019?

How did the primary publicly traded gender lens equity funds perform last year?

International Equities: Diversification and Its Discontents

Do international equities still offer diversification benefits?

Just a Little Higher? Antti Ilmanen on the Low-Return Challenge

How can investors adapt to a low-for-long rate environment? Antti Ilmanen proposed several potential strategies.



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