Themes in Alternative Investments. 2023. Shaen Corbet and Charles Larkin, eds. De Gruyter. The alternative investment…
Category: Investing
Quality of Earnings: A Critical Lens for Financial Analysts
As corporate collapses continue to catch stakeholders off guard, analysts face growing pressure to dig deeper…
Net Worth Optimization: A New Era of Personalized Risk Optimization
Since Harry Markowitz developed modern portfolio theory’s mean-variance optimization (MVO), financial advisors and wealth managers have…
Year of Shifting Sands: Reflections on the 2024 Global IPO Market
As we settle into a new year, the global initial public offering (IPO) landscape presents a…
Book Review: Buffett’s Early Investments
Buffett’s Early Investments: A New Investigation into the Decades When Warren Buffett Earned His Best Returns.…
The Alternative View: 401(k) Plans Are Better off Without Private Investments
The debate over the inclusion of private investments in 401(k) plans is a hot topic in…
ML Models Need Better Training Data: The GenAI Solution
Our understanding of financial markets is inherently constrained by historical experience — a single realized timeline…
6 Reasons to Avoid Hedge Funds
While most people will agree about holding traditional assets like stocks and bonds in their portfolios,…
Decades in a Week: Germany’s Fiscal Breakthrough and Its Global Impact
The past week marked a watershed moment for the eurozone, potentially signaling a fundamental shift in…
Are You Investing in a Fad or a Future Market Leader?
“In investing, only some roads lead to Rome – others just take you in circles” Investing…
How Do Shareholder Loans and Intangible Assets Impact PE Financials?
Private equity (PE) ownership fundamentally reshapes a company’s financial profile, but understanding the true implications requires…
Modeling Climate Risk in a Changing World
Climate risk has emerged as one of the most formidable challenges of our time, affecting economies,…
The Smartest Thing I Ever Did: Women on Life-Changing Decisions
What’s the smartest thing you ever did, and how did it impact your financial future? For…
Embracing Opportunities: Women in Wealth Management on International Women’s Day
As we celebrate International Women’s Day, it is essential to reflect on the strides made by…
Embracing Opportunities: Women in Wealth Management on International Women’s Day
As we celebrate International Women’s Day, it is essential to reflect on the strides made by…
The Smartest Thing I Ever Did: Women on Life-Changing Decisions
What’s the smartest thing you ever did, and how did it impact your financial future? For…
Abnormal FX Returns and Liquidity-Based Machine Learning Approaches
Foreign exchange (FX) markets are shaped by liquidity fluctuations, which can trigger return volatility and price…
Modeling Climate Risk in a Changing World
Climate risk has emerged as one of the most formidable challenges of our time, affecting economies,…
Beyond the Marketing Pitch: Understanding Hedge Fund Risks and Returns
Hedge funds are often marketed as high-return, low-correlation investments that can provide diversification benefits to traditional…
Retirement Readiness in Focus: Key Actions for DC Plan Success in 2025
As defined contribution (DC) plans continue to evolve, plan sponsors face increasing complexity in managing retirement…
Is the PEG Ratio a Reliable Market-Timing Tool?
Investors rely on valuation metrics to gauge whether a stock is fairly priced. Among these, the…
Bank Runs and Liquidity Crises: Insights from the Diamond-Dybvig Model
Bank runs are among the most destabilizing events in financial markets, capable of turning liquidity fears…