Research. Reviews. Ideas. Built for investment professionals.
Buyers Beware: 7 Red Flags That Signal a Private Market Reckoning

Explore red flags in private markets as speculative excess, retail marketing, and valuation risks mount. Lessons from financial history.

Fed Independence Tested, but Investors Shouldn’t Expect a Pivot

Investors betting on a near-term plunge in interest rates may be mistaking political theater for monetary policy reality. President Donald Trump’s renewed pressure on Federal Reserve Chair Jerome Powell has stirred speculation in the bond and futures… READ MORE ›

Hospitals in Trouble: A Financial Playbook for Leaders and Investors

This post explores the growing wave of financial distress among US healthcare providers and reveals how financial governance failures can quickly erode investor value.

From Models to Markets: A Conversation with Kenneth Blay

Invesco's Kenneth Blay shares insights on portfolio customization, macro strategy, and the role of judgment in modern investing.

Private Equity Returns Without the Lockups

Explore a new approach to replicating private equity returns with daily liquidity, combining futures, dynamic asset allocation, and risk management overlays.

Clarity by Design: The New Infrastructure for Investment Firms

Investment professionals can’t opt out of complexity, but they can opt into clarity.

Outperformed by AI: Time to Replace Your Analyst?

Discover how advanced AI prompting and model selection are reshaping investment analysis—and why mastering these tools is essential for staying competitive.

From Ivory Tower to Investment Toolbox: Why Research Matters

Discover how cutting-edge academic research becomes real-world investment strategy and explore award-winning insights from the Hillsdale–CFA Society Toronto Research Award.

European Union Revisits Securitization Rules to Bolster Capital Markets

EU reforms aim to revive securitization markets—explore how regulatory changes could unlock capital and reshape Europe’s financial system.

From Theory to Trillions: David Booth | Financial Thought Exchange

DFA’s David Booth on building portfolios—and an industry—on data, not dogma.


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