Research. Reviews. Ideas. Built for investment professionals.
Latest Posts
Book Review: The End of Theory

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

This Ain’t Your Daddy’s Capitalism, and That Ain’t Such a Bad Thing

Neither unicorns nor unfettered capitalism are real. You need to stretch the definition of a unicorn to claim they were ever real, and capitalism with constraints just leaves you in a Hobbesian nightmare that wouldn’t be good for anyone.

Navigating a China Dip

Visiting Hong Kong for the first time in two decades, Mark Harrison, CFA, sees evidence of breakneck economic transformation everywhere. But what happens when the music stops?

Artificial Intelligence, Machine Learning, and Deep Learning: A Primer

We are witnessing the beginning of the artificial intelligence (AI) era. So what do investment managers need to know about AI, deep learning, and machine learning? Larry Cao, CFA, weighs in.

What Is Next for Keppel Corporation in the Aftermath of the Bribery Scandal?

Organizations need to understand what drives behavior and work to instill a true ethical mindset in their leaders and employees.

How to Stand Up for Ethics

What should you do if you know or suspect that your company has undertaken or endorses unethical or illegal behavior? Lori Pizzani reports.

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.

Ethics in Practice: Raising Capital with Digital Assets? Case for Week of 5 February

Different ways of doing business and paying for it are evolving in all industries, particularly in finance. But are there ethical or professional conduct concerns that need to be considered?

Data Science Will Transform the Investment Industry: Are You Prepared?

Here is a scenario: You are the portfolio manager of an active equity fund. You wake up one morning to the news that a labor strike is delaying flights at an airline in your portfolio.

Corporate Reporting: Enabling a Long-Term Orientation in Investment Analysis

Several publications have exhorted regulatory authorities to craft policy interventions that incentivize a long-term analytical orientation of companies’ disclosures.