Practical analysis for investment professionals

equities


Book Review: Valuation

The authors set out the core principles of valuation and offer a guide to measuring a company's value.

SPAC Fever: Clear and Present Danger?

How do special-purpose acquisition companies (SPACs) serve public investors?

Building Optimized Portfolios with JPMorgan’s 2021 Forecasts

Even as equity markets set all-time highs and bond yields near generational lows, it is still possible to build resilient portfolios with reasonable return expectations.

Trading at All Hours: The Portfolio Implications

All the day trading by the new class of retail investors has not helped the long-only crowd.

Myth-Busting: Earnings Don’t Matter Much for Stock Returns

The relationship between earnings and equity returns is more illusion than reality.

Moats or Market Power?

Instead of searching for firms with moats, we should be looking for those with market power.

Five Investing Success Stories from Five International Women

In honor of International Women's Day 2021, Barbara Stewart, CFA, shares the stories of five women investors.

A Call to Action: Aligning Gender Lens Investing and ESG

Gender lens investing (GLI) is a thematic environmental, social, and governance (ESG) strategy.