Practical analysis for investment professionals

Investment Decision Making


It’s Not Always the Economy: Five Questions to Gauge Financial Markets

The economy matters, but it matters differently to different investors depending on their distinct objectives, timelines, and asset allocation. And it’s not the only thing that matters.

Shorting Lousy Stocks = Lousy Returns?

How has shorting lousy stocks worked as a strategy?

Decision Attribution: Portfolio Manager Skill vs. Past Performance

As portfolio managers, being able to show our investors — with data-driven evidence — that we know exactly what we are good at and the steps we are taking to improve goes a long way.

Crypto Tokens: Does Security Selection Matter? 

What role does security selection play in cryptocurrency investing? Can token pickers demonstrate differentiated performance?

Causality Techniques in Investment Management: Five Key Findings

What are the most widely used causality tests in the equity markets?

Book Review: Better than Alpha

This book provides the insights and tools investors need to improve their investing outcomes.

On Investment Objectives and Risks, Clear Communication Is Key, Part 3

Portfolio Pi and Portfolio Eta are new decision metrics that connect investment objectives and risks.

Tactical Asset Allocation: The Flexibility Advantage

The end of the loose money era may offer an opportunity for tactical asset allocation.

Technical Analysis Revisited: Moving Averages = Above Average Returns?

How have moving averages performed as an investment strategy over the decades?

On Investment Objectives and Risks, Clear Communication Is Key, Part 2

Standard deviation fails to characterize risk in a way that matters to most investors.



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