Markets and Economics
Has the science of economics gone astray by borrowing ideas from physics?
Pulak Prasad reframes the quest for long-term investment success from a focus on the tools we have to a focus on the outcomes we seek.
Should a loan that one neither intends nor is required to repay be considered debt or equity?
Can goals-based portfolio theory bridge normative and descriptive investment theories?
When it comes to the choice between active and passive, investors have at least three questions to consider.
“You don’t have a lot to work with when the next discussion around the table is negative interest rates,” says Danielle DiMartino Booth.
What Enterprising Investor articles most resonated with readers this year? The results offer an illuminating look into the forces that shaped finance in 2018.
Kate Moore, chief equity strategist at BlackRock, thinks that the next six months should be a great opportunity for investment managers who can stay focused over the longer term.
Today's winners are winning bigger and dominating differently than their predecessors. Erik Weisman, PhD, and Sean Cameron, CFA, think that it could be an enduring trend.
Is it desirable, or even possible, for markets to operate without government oversight?