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Category: United States
Wall Street’s Latest Flood: Private Credit
Private credit is a treacherous swamp full of opportunists. Is your consultant capable of defying the formidable odds of success?
Unlocking Stock Market Success: Why You Should Embrace the Skew
By learning to appreciate positive skew and its associated tail events, investors can unlock the full potential of stock market gains.
AI’s Game-Changing Potential in Banking: Are You Ready for the Regulatory Risks?
As regulators continue to refine their understanding of AI and big data, financial institutions have an opportunity to shape the regulatory landscape by participating in discussions and implementing responsible practices.
Book Review: Resistance Money: A Philosophical Case for Bitcoin
Should I add bitcoin to my portfolio? If not, why not? This book will help advisors field these tough client questions.
The Alternative Investment Gender Gap: Marketing to Female Clients
What are women’s favorite alternative investments? What marketing strategies resonate with women, and which one’s don’t?
Happy 60th Anniversary CAPM! Why the Capital Asset Pricing Model Still Matters
The CAPM has its critics. Yet, the model, introduced by Bill Sharpe in 1964, remains front and center in academia and in practice.
An Industry in Transition: AI Top of Mind in 2024 Asset Manager Survey
The Index Industry Association’s 2024 asset manager survey reveals a much deeper set of challenges, opportunities, hopes, and concerns.
Are Institutional Investors Meeting Their Goals? Spotlight on Earnings Objectives
Insitutional investors who have doggedly pursued active management should head the advice of tennis great Bill Tilden: “Never change a winning game; always change a losing one.”
Investment Opportunities in Mexico
With its large youth sector, thriving startup and fintech ecosystems, and a close relationship with the United States, Mexico represents a significant investment destination for those looking to diversify their portfolios and capitalize on the myriad of opportunities.