Practical analysis for investment professionals

Investment Products and Asset Classes


Best Does Not Mean Optimal

You are not acting in the client’s best interest if you build them a portfolio that they won't stick with over the long run.

Top 10 Posts from 2018: Chart Crimes, Political Divides, AI, and the Skill Ratio

What Enterprising Investor articles most resonated with readers this year? The results offer an illuminating look into the forces that shaped finance in 2018.

The Future of Hedge Funds: Trends to Watch

What do the next five years hold for hedge funds? Amy Bensted shares the results of recent research.

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?



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