Forecasting
Forecasts in the form of Monte Carlo simulations are not the best way to anticipate a client's future portfolio returns.
Mortgage rates have doubled and tripled in some countries since 2021. So why aren't residential real estate markets more distressed?
What are the strengths, limitations, and nuances of presidential election cycle theory and what does the current political context foretell regarding whether 2023 will follow the predicted trend?
Machine learning can inform financial crisis modeling.
Amlan Roy reviews how the study of population affects many of our core investment and policy decisions.
Dow 36,000, crypto, Brexit, GameStop, pandemic. Imagine you uttered these terms back in the autumn of 2011, when Enterprising Investor first launched. What would they have evoked?
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.
Despite the shock reverberating through the global economy, equity prices have maintained their upward trajectory. What explains this disconnect?
Joachim Klement, CFA, is confident of one post-pandemic forecast: Fewer things will change than we expect.
Where will stock markets and interest rates be at year-end 2020?