Category: United States

What are the most popular top 10 articles of 2023 published by the CFA Institute Research and Policy Center?

The United States is a consumption-driven economy. But over the last half century, the US consumer has been weakening in the face of social and economic pressures.

The rerelease of Charlie Munger’s bountiful wit and wisdom is a celebration of nearly a century of success and deserves to be at the top of our reading lists.

Unlike traditional assets such as stocks and bonds, bitcoin lacks the typical characteristics required for traditional valuation methods.

Brendan Ballou presents a meta-analysis of the worst of private equity investment practices, thus compelling investors to take a deeper look into their illiquid private equity commitments.

Investors do not have to accept lower returns in exchange for high dividend yields. In fact, do-it-yourself (DIY) high-dividend strategies can generate enviable income without sacrificing capital.

The PE playbook is always the same: Borrow money to acquire the firm, saddle it with debt, and extract exorbitant management fees.

How accurate are the short- and long-term realized inflation forecasts of consumers and economists?

The potential advantages of private market investments, specifically venture equity and venture debt investing, extend to five dimensions of performance.

As the Fed nears its terminal rate, bonds may reassume their traditional role as a portfolio “diversifier.”