Practical analysis for investment professionals

Investment Products and Asset Classes


AI to the Rescue? Overhauling the US Power Grid on the Path to Net Zero

Once known as secure and profitable investments, utilities are now viewed as enterprises fraught with financial risks. Investors should favor utilities that employ AI and other digital strategies to minimize damage from natural disasters.

The Art and Science of DC Plan Investment Design

Defined contribution plan sponsors need to take a disciplined approach to investment menu construction.

From the Archives: Daniel Kahneman on Better Decision Making

Daniel Kahneman shared four simple strategies for better decision making in finance and in life.

A Case for Broadening Retail Access to Private Markets

Retail investors may achieve more stable and diversified portfolios with allocations to private markets.

Exploring the Indian Startup Frontier

India's startup ecosystem is booming. Investors have more options than ever.

Don’t Bank on the Equity Risk Premium

Sometimes, regardless of the holding period, stocks do underperform in absolute terms or relative to bonds.

Looking for Gains in Private Equity? Tips for the Everyday Investor

More than 13% of American households now qualify to invest in private equity. Before diving in, everyday investors should be aware of a few important considerations.

The Evolving International Cannabis Landscape

If you are entering the world of cannabis investment, look beyond the U.S. for growth and opportunities.

Know Your Prospect (KYP): What’s in Their Portfolio and Why?

Using a potential client's existing portfolio as a diagnostic tool just might lead to a higher conversion rate.

Venture Capital: Lessons from the Dot-Com Days

Start-up valuations have yet to fully reflect the market's ongoing downdraft. The correction could prove as protracted as that of the dot-com crash. 



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