Practical analysis for investment professionals

Investment Products and Asset Classes


The ESG Performance Paradox

Without strong fiduciary standards, ESG may become an excuse for fund managers to underperform and charge higher fees.

The Path Ahead: Insights on the Economic Recovery

Despite the shock reverberating through the global economy, equity prices have maintained their upward trajectory. What explains this disconnect?

Book Review: The Income Factory

The Income Factory shows that double-digit returns are achievable from income and its reinvestment alone.

Republicans or Democrats: Who Is Better for the Economy?

Should we ignore claims that one party or another is better for markets?

Should Fundamental Investors Give Up on Value Stocks?

For fundamental investors looking for mispricings, value stocks may be best ignored.

Monetary Policy Gone Wild: A Lost Generation of US Growth?

The Fed could be setting the US economy up for a harder fall down the road.

A Guide to Donor-Advised Funds: Five Factors

What are the basic features of donor-advised funds (DAFs) and what are the considerations in the asset allocation decision for a given donor?

Creating Anti-Fragile Portfolios

Is a portfolio long or short volatility? That question is becoming more and more critical.

Green Shock? Stock Market Overreactions to Bad ESG News

Does investor overreaction to ESG controversies create the opportunity for abnormal returns?

Premium Valuations of MNC Companies in India: Future Expectations

Are investors correctly pricing expected future growth in the current valuations of MNC companies and their parents?



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