Investment Products and Asset Classes
Without strong fiduciary standards, ESG may become an excuse for fund managers to underperform and charge higher fees.
Despite the shock reverberating through the global economy, equity prices have maintained their upward trajectory. What explains this disconnect?
The Income Factory shows that double-digit returns are achievable from income and its reinvestment alone.
Should we ignore claims that one party or another is better for markets?
For fundamental investors looking for mispricings, value stocks may be best ignored.
The Fed could be setting the US economy up for a harder fall down the road.
What are the basic features of donor-advised funds (DAFs) and what are the considerations in the asset allocation decision for a given donor?
Is a portfolio long or short volatility? That question is becoming more and more critical.
Does investor overreaction to ESG controversies create the opportunity for abnormal returns?
Are investors correctly pricing expected future growth in the current valuations of MNC companies and their parents?