Category: United States

The “Paradox of Speculation” — how securities speculation drives both pain and progress — is among the key lessons of financial history.

The instability and uncertainty of recent years demonstrate how vital it is to look beyond traditional securities and embrace a flexible mindset.

The future of artificial intelligence (AI) should not just be smart, it must also be sustainable.

Will the low-volatility premium continue to be the best-kept secret in financial markets?

With wide spreads, an improved playbook for assessing deal risk, and the potential for more M&A activity to materialize, 2024 could be a strong year for merger arbitrage performance. 

What’s the appeal of spin-offs in general and in Mainland China and Hong Kong SAR, in particular? KPMG partner Mike Tang, CFA, CPA, shares his insights.

William J. Bernstein provides a comprehensive guide that offers important insights and practical strategies for creating and maintaining a successful investment portfolio.

What topics in particular should defined contribution (DC) plan sponsors keep front of mind this year?

The economy matters, but it matters differently to different investors depending on their distinct objectives, timelines, and asset allocation. And it’s not the only thing that matters.

When it comes to ESG investing, we have to agree that we don’t all agree.