Practical analysis for investment professionals

Investment Management Strategies


Maybe Analyst Recommendations Do Add Value

Following analyst buy or sell recommendations isn’t going to lead to outperformance. Or is it?

Gender Lens Funds: Ups and Downs for Women in the Workforce

The third quarter was an eventful one for gender lens investing as well as women in leadership (WIL) in the financial sector and elsewhere.

Systemic Climate Risk and West Coast Wildfires

Is 2020 the watershed year when the world begins to understand the concept of systemic risk in our interactions with the natural environment?

Special Distributions from Long-Term Asset Pools: Counting the Costs

What should investors consider before taking special distributions from long-term asset pools?

Morgan Housel on Greed and Fear, Frugality and Paranoia

“Investing is not the study of finance,” Morgan Housel says. “Investing is the study of how people behave with money.”

Option Traders and the 2020 Presidential Election

What can options tell us about expectations and positioning ahead of the 2020 US election?

Marko Papic: Geopolitical Forecasting in Volatile Times

Marko Papic believes investors can prepare for geopolitical events and beat the market while they’re at it.

Human–Machine Collaboration and Model-Aware Investing

How can we leverage the fact that machine learning, alternative data, and AI are not only widespread, but increasing in influence?

The ESG Performance Paradox

Without strong fiduciary standards, ESG may become an excuse for fund managers to underperform and charge higher fees.

Book Review: The Income Factory

The Income Factory shows that double-digit returns are achievable from income and its reinvestment alone.



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