Practical analysis for investment professionals

Investment Products and Asset Classes


Unlisted Infrastructure: Essential Assets?

In world hungry for yield, what role can infrastructure play? Paul Kovarsky, CFA, spoke with Alina Osorio, CFA, of Fiera Infrastructure for her take.

Private Equity: The Emperor Has No Clothes

Liquid alternatives to private equity can be created simply by buying small, cheap, and levered stocks, Nicolas Rabener writes.

An Unconstrained Approach to Global Bond Investing

BlackRock's Marilyn Watson is optimistic about opportunities in global bond markets, despite significant challenges in the current interest rate environment.

Persistence That Just Ain’t So

Do private equity presentations overstate an ability to persist?

Bitcoin: New Asset Class or Pyramid Scheme?

Jonathan Harris, CFA, offers a searing critique of bitcoin and cryptocurrencies.

Smart Beta: How to Avoid Fixed Income’s “Crocodile Jaws”

Can smart beta help bond investors escape fixed income's "crocodile jaws"? Salvatore J. Bruno and Kelly Ye, CFA, weigh in in an interview with Paul Kovarsky, CFA.

The Dark Side of Low-Volatility Stocks

Low volatility may be a great marketing concept, but does it work as a strategy?

Fixed Income: “Take What the Market Gives You”

"The thing about fixed income is avoiding the downside," says PGIM's Gregory Roberts. "We get penalized for losses and get very little for getting things right."

Cryptocurrencies: Initial Coin Offerings (ICOs)

What are initial coin offerings (ICOs)? Umed Saidov, CFA, shares his take in the latest edition of his Cryptocurrencies series.

Top Five Articles from September: ESG, Mutual Fund Momentum, the US Economy

The ascent of environmental, social, and governance (ESG) factors, plus Nicolas Rabener on mutual fund momentum chasing and liquid alternatives are among the leading posts from September.



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