Practical analysis for investment professionals

Investment Management Strategies


Active vs. Passive Revisited: Six Observations

Does it make sense to reframe the active vs. passive debate? Perhaps the question — active or passive? — is not the right one to ask.

ChatGPT and Large Language Models: Six Evolutionary Steps

What were the critical stages of LLMs' early development? Where is the technology headed? How will it transform investing?

Distress Investing: A Tale of Two Case Studies

With recession forecasted in many economies this year or next, distressed situations will be an important source of deals for prospective investors.

ChatGPT and Generative AI: What They Mean for Investment Professionals

How will all the ChatGPT- and LLM-related developments affect how investment professionals work?

Book Review: The Little Book of Picking Top Stocks

In this “little” book with big ideas, Martin Fridson, CFA, presents a novel approach that to date has not been systematized in such an evidence-based style.

ChatGPT: Copilot Today, Autopilot Tomorrow?

How can quant and fundamental analysts apply LLMs like ChatGPT? How effective a “copilot” can these technologies be?

Is the 60/40 Portfolio Still Relevant?

How do portfolios with asset allocations of 100% equity, 100% bond, 60/40, and 80/20 in the US, UK, Italian, Swiss, and global markets perform over time?

The Nuts and Bolts of Private Commercial Real Estate (CRE) Investing

What terms, metrics, and concepts do investors need to have under their belt to approach the CRE asset class?

Do ESG Funds Have Higher ESG Scores?

The first step in testing whether ESG funds deliver higher ESG scores is to determine what to compare them against.