Practical analysis for investment professionals

Investment Products and Asset Classes


Do Sentiment Metrics Matter to the Markets?

How much correlation is there between consumer and business sentiment metrics and market returns?

Digital Asset Markets: Five Important Themes

All risk assets face an uncertain macro future. But we can't forget the long-term asymmetric opportunity that digital assets may offer.

Distress Investing: A Tale of Two Case Studies

With recession forecasted in many economies this year or next, distressed situations will be an important source of deals for prospective investors.

Book Review: The Little Book of Picking Top Stocks

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.

Do the Best Equity Fund Managers Follow the Bond Market?

A fund family's success with bond funds may not translate to the equity side of the ledger.

Is the 60/40 Portfolio Still Relevant?

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?

The Nuts and Bolts of Private Commercial Real Estate (CRE) Investing

What terms, metrics, and concepts do investors need to have under their belt to approach the CRE asset class?

What ESG News Matters Most to the Market?

Not all ESG news events are associated with significant changes in stock price.

Myth-Busting: The Economy Drives the Stock Market

How much does the state of the economy really matter to stock market performance?

Is Rising Income Inequality the 40-Year Bull Market’s Hidden Driver?

While traditional finance’s equity performance models still work, there is an alternative explanation for the long-running secular bull market.



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