Investment Products and Asset Classes
How much correlation is there between consumer and business sentiment metrics and market returns?
All risk assets face an uncertain macro future. But we can't forget the long-term asymmetric opportunity that digital assets may offer.
With recession forecasted in many economies this year or next, distressed situations will be an important source of deals for prospective investors.
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.
A fund family's success with bond funds may not translate to the equity side of the ledger.
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?
What terms, metrics, and concepts do investors need to have under their belt to approach the CRE asset class?
Not all ESG news events are associated with significant changes in stock price.
How much does the state of the economy really matter to stock market performance?
While traditional finance’s equity performance models still work, there is an alternative explanation for the long-running secular bull market.