Practical analysis for investment professionals

Markets and Economics


Book Review: The End of Theory

The End of Theory by Richard Bookstaber is relevant to anyone working in the financial industry.

Leveraging Active Investing with Small-Cap Stocks

Elizabeth M. Lilly, CFA, thinks that small-cap stock investing is an excellent way to leverage active management. If you do the research.

Inside Mexican Capital Markets with Jaime Lazaro, CFA

Ron Rimkus, CFA, interviews Jaime Lazaro, CFA, CEO of BBVA Asset Management in Mexico City, for an insider's perspective on the evolution of capital markets in Mexico.

What’s in a Factor? A Breakdown by Sectors

Factor investing is everywhere, but considerable uncertainty remains about what factors and their related products represent. So Nicolas Rabener breaks down six well-known factors by sector.

Corporate Bonds after a Spin-Off: Consider the Covenants

Whatever their motivations, spin-offs can have a dramatic effect on the performance of the associated corporate bonds, so it is crucial that fixed-income investors conduct the necessary analysis. Nathan N.J. Grant, CFA, has some advice.

Top Five Articles from January: India, ETFs, and Vollgeld

What were the leading stories from Enterprising Investor in January?

Weekend Reads for Investors: Grumpy and Gloomy Edition

Jason Voss, CFA, shares his Weekend Reads for Investors selections. This month's stories consider shadow banking in China, how connected minds have higher IQs, an earth-shaking announcement from BlackRock, and more.

In Practice Summary: Optimizing Exposure to Precious Metals through a Fund

What is the best way to hold more traditional stores of value, such as gold? Mark Harrison, CFA, and Keyur Patel explore the question in the latest edition of the In Practice series.

Timing the Market: Momentum and Beyond

Pedro Barroso and his colleagues have studied the studied the time-varying volatility of momentum. among other equity factors, and its usefulness in managing exposure to momentum and its crashes.

US Corporate Tax Cuts: Investors Should Request Companies Include Income Tax Footnote with 2017 Earnings Release

Investors need to request that the companies they invest in include the income tax footnote along with their 2017 earnings release. Sandra Peters, CFA, explains why.



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