Practical analysis for investment professionals

Forecasting


Dow 36,000! Crypto $3 Trillion! Charting a Wild Decade in Finance

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?

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.

The Path Ahead: Insights on the Economic Recovery

Despite the shock reverberating through the global economy, equity prices have maintained their upward trajectory. What explains this disconnect?

Forecasting the Post-Coronavirus World

Joachim Klement, CFA, is confident of one post-pandemic forecast: Fewer things will change than we expect.

How to Beat the 2020 Year-End Forecasts

Where will stock markets and interest rates be at year-end 2020?

Top 10 Posts from 2019: Damodaran, Marks, Shiller, and Buffett

The leading Enterprising Investor articles from 2019 feature insights from some of the top luminaries in all of finance.

10 Rules for Forecasting

Joachim Klement, CFA, has created his own set of rules to use as guidance when forecasting economic or political events.

The Changing Nature of Recessions

We may not have seen the end of boom and bust, but the world’s leading economies do appear to have become more stable in recent decades, Dr. David Kelly, CFA, writes.

Beware of Experts Bearing Forecasts

As finance gurus forecast a market that's variously overvalued, undervalued, ready to plunge off the cliff, or blast off to new heights, remember to tune out the noise and stay invested for the long run, says Mark Armbruster, CFA.

In Practice Summary: Build in Buybacks for Better Forecasts

When investors forecast long-run drivers of stock returns, are cash dividends or payouts such as buybacks more accurate criteria than fundamentals? A new study suggests that they are. Mark Harrison, CFA, explains.



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