Practical analysis for investment professionals

equities


Diversification: High Dispersion Beats Low Correlation

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

Rush Hour and Short Cuts: How to Navigate Market Corrections

Would you rather be stuck in rush hour traffic or rebalance your portfolio?

Robert J. Shiller on Bubbles, Reflexivity, and Narrative Economics

Robert J. Shiller has shown remarkable prescience over the years. And with talk of inverted yield curves, overvalued stock markets, and imminent recession, the present struck us as an opportune time to see what was on his mind.

Analyst Forecasts: Lessons in Futility

It is common knowledge that all forecasts are wrong, but many investors still think forecasting one-year stock returns is a useful exercise, Joachim Klement, CFA, writes.

“German Angst” Shapes Investment Decisions: Study

When it comes to German investors, wealth accumulation is not so much determined by the size of the wallet as the state of mind, Thomas Mayer, CFA, PhD, explains.

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.”

BlackRock’s Kate Moore: Opportunities in Equities

Kate Moore, chief equity strategist at BlackRock, thinks that the next six months should be a great opportunity for investment managers who can stay focused over the longer term.

Factor Investing in Micro and Small Caps

Does factor investing in micro- and small-cap stocks in the United States offer any additional alpha?

Top Five Articles from September: ESG, Mutual Fund Momentum, the US Economy

The ascent of environmental, social, and governance (ESG) factors, plus Nicolas Rabener on mutual fund momentum chasing and liquid alternatives are among the leading posts from September.

Accelerated Share Repurchases (ASRs): Managing EPS?

Accelerated share repurchases (ASRs) account for a growing proportion of share buybacks. So what are they and how are they used? Ahmet C. Kurt, PhD, explains.



By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close