Practical analysis for investment professionals

Portfolio Management Techniques


Building Optimized Portfolios with JPMorgan’s 2021 Forecasts

Even as equity markets set all-time highs and bond yields near generational lows, it is still possible to build resilient portfolios with reasonable return expectations.

How to Manage Inflation Risk: The Local Inflation Factor

Amid increasing inflation fears, how can investors measure and protect against the inflation risk in their portfolios?

Is Technology a New Asset Class?

Investors may need to pay more attention to tech than all other sectors combined.

Dollar-Cost Averaging (DCA): A Reappraisal

Now is a good time to revisit the logic of dollar-cost averaging (DCA) in investing.

Top 10 Posts from 2020: COVID-19, The Silent Depression, Damodaran

What Enterprising Investor articles most resonated with readers in 2020?

The US Tax Outlook: Changing States?

As 2020 winds down, many tax- and residency-related matters are coming to the fore. How should you tackle them with clients?

Special Distributions from Long-Term Asset Pools: Counting the Costs

What should investors consider before taking special distributions from long-term asset pools?

Morgan Housel on Greed and Fear, Frugality and Paranoia

“Investing is not the study of finance,” Morgan Housel says. “Investing is the study of how people behave with money.”

Aging and Equities: Selling Stocks for the Long Term

As the population ages, who will be left to buy stocks?