Practical analysis for investment professionals

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The Auto Sector’s Green Transition: Three Roads to Lower Returns?

Are investors fully factoring in enough investment risk from the green transition?

Debunking the Myth of Perfect Competition

Contrary to the orthodoxies of classical and neoliberal economics, free markets do not, and never did, create perfect competition.

Come Together: M&A Trends in Canada

Despite the global drought in M&A, bright spots remain — if you know where to look.

Time-Varying Risk Premia: Cochrane’s “Discount Rates”

"Discount rates vary a lot more than we thought. Most of the puzzles and anomalies that we face amount to discount-rate variation we do not understand."

Howard Marks, CFA: Getting the Odds on Your Side

What are two of the most important things an investor needs to do to succeed? Howard Marks, CFA, offered his perspective.

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.

The Media Challenge for Cryptoasset Investors

At the core of the cryptocurrency craze is the fear of missing out (FOMO).

Top 10 Posts from 2017: Markets during War, Rules for Equity Valuations, LinkedIn Tips

What were the articles of the year on Enterprising Investor? The 10 leading posts covered a broad spectrum of subjects, from interviewing and cover letter tips, to how to optimize decision making and better understand blockchain technology. They were authored by some of the most influential thinkers in finance, including Michael Batnick, CFA, and Ben Carlson, CFA, and together offer an illuminating view into the state of the investment profession in 2017.

US Corporate Tax Cuts: Companies Concerned about Year-End Time Crunch

Yesterday, Congress passed the tax reform bill that reduces the corporate tax rate from 35% to 21%. Tax law changes will make it into financial statements when they are signed by President Donald Trump. While the changes are not effective until 2018, they significantly impact estimates made in 2017 financial statements once the bill is signed.

US Corporate Tax Cuts: Two Boogeymen to Keep in Mind

The yet-to-be-completed US tax bill reducing the corporate tax rate from 35% to 20% and encouraging the repatriation of earnings is generally seen by investors as a positive development. But investors should be mindful of several resulting tax consequences that may decrease valuations and corporate earnings once the bill is enacted.



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