Practical analysis for investment professionals

stocks


Shareholder Activism in Japan

Shareholder activism has been on the rise in Japan. Will that continue in the post–COVID-19 world?

Premium Valuations of MNC Companies in India: A Historical Analysis

Why do Indian multinational (MNC) companies trade at higher multiples than their own parent companies?

Three Reasons to Talk about Managing Capital Gains

Now might be a good time to talk to clients about their capital gains taxes.

Aswath Damodaran on Valuations amid COVID-19: “Go Back to Basics”

Don't abandon valuation fundamentals during the COVID-19 crisis, says Aswath Damodaran.

The New Depression: COVID-19 and Stocks’ “Rightful Owners”

Defined-contribution assets will be the epicenter for a coronavirus-driven upward redistribution of equity wealth.

The Active Manager Paradox: High-Conviction Overweight Positions

Is active management's decade-long losing streak to passive management due to high fees, a lack of manager skill, or something else?

The Equality Equation: Three Reasons Why the Gender Investing Gap Is Closing

Women are narrowing the investment gap and will soon close it, according to Barbara Stewart, CFA, and Duncan Stewart, CFA.

Sunset Provisions for Dual-Class Share Structures?

New findings challenge the dominant view that dual-class voting is suboptimal.

GARP Investing: Golden or Garbage?

Do Growth at a Reasonable Price (GARP) strategies offer an attractive middle ground between Value and Growth?

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.



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