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The True Value of Your Muni Portfolio

Viewing your muni portfolio through a tax-smart lens will open your eyes to its true after-tax value.

The Short, the Index, and the Private Markets

There is no valid benchmark for the unlisted private equity sector. That needs to change.

Myth-Busting: Money Printing Must Create Inflation

Shouldn't all the recent monetary and fiscal stimulus lead to higher inflation? Maybe not.

SPAC Fever: Clear and Present Danger?

How do special-purpose acquisition companies (SPACs) serve public investors?

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.

ESG Q&A: 21st Century Investing

A discussion with Steve Lydenberg and William Burckart about their new book 21st Century Investing: Redirecting Financial Strategies to Drive Systems Change.

Zero Emissions Vehicles: Making Sense of the Transition with SASB Standards

Responses to SASB performance metrics can enhance financial analysis as the transition from gas-powered vehicles evolves.

Book Review: Machine Learning for Asset Managers

This short work will help readers appreciate the potential power of machine learning techniques.

Refreshing Revenue, the Cash Conversion Cycle, and Free Cash Flow

GAAP sometimes misrepresents business reality. We can use that fact to generate some alpha.