The United States is experiencing a retirement crisis. Meir Statman suggests a potential long-term solution: mandating, instead of recommending, US retirement savings.
Market capitalization is quite well established as the standard for index weighting, but new research suggests that industry-based weighting schemes have several advantages over traditional market-cap weighting.
Fixed-income index funds typically closely follow the construction rules of the indices they seek to replicate; in particular, bonds that violate an index’s minimum maturity rule will often be removed from funds that track that index. Recent research suggests that following minimum maturity rules causes funds to underperform.
Recent research indicates that hedge fund managers tend to underperform after being covered in the press. One of the study's authors discusses the findings in detail.
The systems that constitute the global financial landscape have become increasingly interconnected since the financial crisis, but policy makers have lagged behind the trend and still manage monetary, fiscal, and financial stability policies in isolation.
Discussing his most recent research, Roger Ibbotson argues that liquidity should be given equal standing with size, value/growth, and momentum as an investment style.
Rodney N. Sullivan, CFA, discusses his recent research on the effects of gender in the sell-side analyst field.
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