For more on the crypto and blockchain phenomena, read Valuation of Cryptoassets: A Guide for Investment Professionals by…
Category: Investing
The Alchemist’s Paradox, Central Financial institution Sovereignty, and the Destiny of Crypto
“It is difficult not to marvel at the imagination which was implicit in this gargantuan insanity.…
Supervisor Choice: The Energy of Payoff
The most important portfolio manager skill metric is often overlooked. I often hear fund managers say,…
FTX: Crypto Is the Treatment, Not the Trigger
FTX is simultaneously the biggest fraud and the culmination of the largest banking crisis in the…
Have Central Financial institution Interventions Repriced Company Credit score? Half 1
In the early days of the COVID-19 pandemic, the Federal Open Market Committee (FOMC) announced primary…
ESG Mounted-Earnings Publicity: Index Suppliers Reply to Asset Supervisor Demand
What does the latest Index Industry Association (IIA) global membership survey reveal about current trends in…
Will They, or Received’t They? The Danger of Betting on the Fed
The world economy stared into the abyss on 16 March 2020. COVID-19 had sent country after…
Each Day Is Tax Day: 5 Tax Methods for HNW Purchasers
Tax season in the United States shouldn’t be confined to March and April alone. Our clients’…
Non-public Markets: Guardians on the Gate?
Earlier this year, the head of the US Department of Justice’s anti-trust unit vowed to crack…
Frontier and Rising Markets: Inflection Factors
Today’s spiking inflation, rising interest rates, and billion-dollar investment frauds are good reminders that a clear…
What Can AI Do for Funding Portfolios? A Case Research
Artificial intelligence (AI)-based strategies are being increasingly applied in investing and portfolio management. Their contexts, utility,…
Evaluating Benchmark Misfit Threat | CFA Institute Enterprising Investor
This article is adapted from a version originally published in the fall issue of The Journal of…
The Six Levels of Asset Bubbles: The Crypto Crash
“At some point in the growth of a boom all aspects of property ownership become irrelevant…
ESG (In)Effectivity | CFA Institute Enterprising Investor
Passive environmental, social, and governance (ESG) investing has become increasingly active. It’s time for a rethink.…
Prime 10 Posts from 2022: Fama and French, Damodaran, the Fairness Threat Premium
1. Fama and French: The Five-Factor Model Revisited How well has Eugene F. Fama and Kenneth…
Have Central Bank Interventions Repriced Corporate Credit? Part 3
The Ongoing Influence of Fed Intervention The markets responded immediately when the US Federal Reserve announced…
Range and Funding Efficiency: What Commerce-Off?
Is there a trade-off between diversity and investment performance? It’s a common question with a definitive…
DC Plan Sponsors: Seven Priorities for 2023
Defined contribution (DC) plans, among other retirement savings vehicles, are the most common ways that US…
The Yen’s Draw back Threat Persists Regardless of BOJ Shift
The Bank of Japan (BOJ) widens the 10-year yield trading range. The BOJ announced its latest…
Equity and Bond Correlations: Higher Than Assumed?
Introduction Investing can seem like an endless cycle of booms and busts. The markets and instruments…
Have Central Financial institution Interventions Repriced Company Credit score? Half 2
Read the complete three-part series. The European Central Bank (ECB) began buying corporate debt as part…