Practical analysis for investment professionals

Investment Products and Asset Classes


Warren Buffett: The Greatest Factor Investor of All Time?

From a factor perspective, what has driven Berkshire Hathaway's outperformance?

Exotic Indexes: Built to Sell or Built to Last?

There are now more than 70 times as many indexes as there are stocks. What does that mean for investors?

Investing for Retirement: Beware the Unicorn IPO Stampede

Many of today's unicorns have strong growth prospects, but they often have uncertain paths to profitability. 

The NIFTY 50 No Longer Reflects the Indian Economy

Why do the benchmark indices in India and the United States display completely opposite trends relative to GDP growth?

GARP Investing: Golden or Garbage?

Do Growth at a Reasonable Price (GARP) strategies offer an attractive middle ground between Value and Growth?

Nouriel Roubini: The Mother and Father of All Bubbles

True to his Dr. Doom moniker, Nouriel Roubini believes that vulnerabilities in the system are currently hidden and will emerge when the next economic downturn occurs.

Fixed-Income ETFs: A Rising Tide?

State Street's Bill Ahmuty shares his perspective on the rise of fixed-income exchange-traded funds (ETFs) in an interview with Dan O'Connor, CAIA.

Smart Beta: Broken by Design?

Smart beta has an especially strong reality distortion field, says Nicolas Rabener.

Diversification: High Dispersion Beats Low Correlation

When advisers talk about diversification their go-to variable is correlation. That's a mistake.

Book Review: Your Complete Guide to a Successful and Secure Retirement

The latest book from Larry Swedroe and Kevin Grogan, CFA, focuses on retirement planning. The inclusion of “complete” in the title is appropriate.



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