What books reviewed in 2024 stand out for their applicability to practical issues confronting investment decision-makers?
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December 19, 2024December 19, 2024Country, United States, Worldwide
Navigating Net-Zero Investing Benchmarks, Incentives, and Time Horizons
Net-zero investing will continue growing as emissions-reduction plans and programs take hold, climate change solution opportunities increase, and the industry develops better tools and skills to measure and manage climate change risk.
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December 17, 2024December 17, 2024Country, United States, Worldwide
The Enterprise Approach for Institutional Investors
What is an enterprise approach to investment management, and why should it be a staple on any institutional investor’s task list?
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December 14, 2024December 14, 2024Country, United States, Worldwide
A Guide for Investment Analysts: Toward a Longer View of US Financial Markets
Understanding the historical context of financial markets is crucial for investment professionals seeking to make informed decisions in today’s complex landscape. This exploration of historical data stretching back more than 230 years reveals how markets have evolved and how continuity and change shape investment opportunities. From the dominance of railroads in the 19th century to...
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December 12, 2024December 12, 2024Country, United States, Worldwide
When Tariffs Hit: Stocks, Bonds, and Volatility
Tariff threats are sending analysts’ heads spinning. What will be the consequences for stocks, bonds, and volatility?
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December 10, 2024December 10, 2024Country, United States, Worldwide
Agency Risk in the Lower Middle Market: A Guide for PE Professionals
If there was a Wild West in Private Equity (PE), it would be the Lower Middle Market (LMM) — the ecosystem of companies with revenues between $5 million and $50 million. The LMM offers lucrative opportunities but comes with unique risks that can derail even the most promising deals. For investment professionals, navigating this space...
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December 7, 2024December 7, 2024Country, United States, Worldwide
Climbing the Ladder in Finance: The PIE Framework for Investment Professionals
Promotions require more than just hard work and results. By mastering the PIE framework, you’ll position yourself for long-term career success.
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December 5, 2024December 5, 2024Country, United States, Worldwide
The Endowment Syndrome: Why Elite Funds Are Falling Behind
Endowments have long been considered elite investors, but outdated strategies and skyrocketing costs are eroding their edge
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December 3, 2024December 3, 2024Country, United States, Worldwide
Navigating Troubled Waters: What the Surge in Bankruptcy Filings Means for the Economy
Bankruptcy filings are surging. As we brace for what lies ahead, it’s essential to recognize the potential for a repeat of past crises and prepare accordingly.
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November 28, 2024November 28, 2024Country, United States, Worldwide
Infrastructure Debt: Unlocking Investment Opportunities in a Transforming Economy
What makes infrastructure debt a compelling asset class?