Practical analysis for investment professionals

Investment Products and Asset Classes


Mergers and Acquisitions in Quebec

What is behind the M&A bonanza in La Belle Province?

Let’s Talk Blockchain, Not “Crypto”

Disregard all the hype around crypto in general and bitcoin in particular. Blockchain represents the real opportunity that investors should be talking about.

Research and Policy Center Top 10 Articles of 2023

What are the most popular top 10 articles of 2023 published by the CFA Institute Research and Policy Center?

Bitcoin Valuation: Four Methods

Unlike traditional assets such as stocks and bonds, bitcoin lacks the typical characteristics required for traditional valuation methods.

Book Review: Plunder

Brendan Ballou presents a meta-analysis of the worst of private equity investment practices, thus compelling investors to take a deeper look into their illiquid private equity commitments.

Do-It-Yourself High-Dividend Strategies

Investors do not have to accept lower returns in exchange for high dividend yields. In fact, do-it-yourself (DIY) high-dividend strategies can generate enviable income without sacrificing capital.

Book Review: These Are the Plunderers

The PE playbook is always the same: Borrow money to acquire the firm, saddle it with debt, and extract exorbitant management fees.

The Innovation Advantage: Private Market Investing

The potential advantages of private market investments, specifically venture equity and venture debt investing, extend to five dimensions of performance.

Return to Tradition? Three Reasons to Consider a Bond Allocation

As the Fed nears its terminal rate, bonds may reassume their traditional role as a portfolio “diversifier.”

Trick or Treat? Bobbing for Multibaggers in the Small-Cap Market

Small-cap investing is a “negative art.” But in addition to steering clear of losers, small-cap investors have to demonstrate the “positive art” of picking winners.



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