Category: United States

To understand what private equity is at its worst is a call to action, personally and professionally.

The relationship between stocks and interest rates is not reliably stable. There are periods when equities are highly rate sensitive, and periods when they aren’t.

How accurate is VIX on a realized basis and when does it diverge with the market?

Confidence is a necessary but insufficient factor in long-term investing success. Raising the metaknowledge quotient of the investment team can help protect against the surprises that lurk in left-tail events and remain unknown, until they’re known.

Investment managers are being caught off guard by tougher questions from an increasingly sophisticated allocator market. Are you prepared for your next beauty parade?

Do the products and services of the companies you invest in create negative or positive material outcomes?

New technologies always face resistance, but demographic shifts imply there is a fierce tailwind behind crypto adoption, politically, economically, and financially.

Carlsson-Szlezak and Swartz attempt to add fresh thinking on framing macro shocks that may often prove to be false alarms. Any general reader will obtain some key fresh insights with this work, and CFA charterholders will be offered an alternative to the conventional Wall Street approach to macro discussions.

As financial systems evolve, preserving the US dollar’s dominance will require skillful policy management and the integration of cutting-edge technologies.

Mega-cap concentration has exploded since 2015. The corollary to an increasingly top-heavy benchmark is that market diversification and breadth have never been more limited. A multifactor methodology can be a restorative balance to US equities when more traditional measures fall short.