Practical analysis for investment professionals

Markets and Economics


Top Five Articles from March: Inflation, Manager Selection, Skill Ratio

The introduction of the Skill Ratio by Daniel Blais, CFA; Brodie Gay's examination of how inflation is underreported; and an exploration by Ziad Abou Gergi, CFA, of the manager-selection process, are among the top posts from March.

Weekend Reads: 14 Charts and No Foolin‘

If the world feels a little crazy, it's because you are paying attention, writes Sloane Ortel. But stick around. We'll try to turn it into fun.

The Case for Further Stock Market Gains

The stock market often moves contrary to consensus forecasts, says Mark Armbruster, CFA. In the face of many stock market naysayers, there is a reasonable argument for further gains.

Red States, Blue States: Two Economies, One Nation

Red and blue states vary so much in their economic trajectories that they may as well be two distinct countries, writes Joachim Klement, CFA.

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?



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