Climate Change Calculus: HNWIs and Sustainable Impact Investing
uttu Climate change is inescapable even for high-net-worth individuals (HNWIs). Its effects are forcing both short- and long-term decisions…
Investment
Revolution and Risk: How to Pilot the AI Revolution
The artificial intelligence (AI) revolution, with its expansion into neural networks and other novel fields, marks a dramatic…
Know Your Prospect (KYP): What’s in Their Portfolio and Why?
I interviewed 50 amazing people — 25 women and 25 men — from different professions and industries for…
Can the Fed Pull Off a Soft Landing?
A version of this article originally appeared on the Research Affiliates website. The current economic environment is a…
EAM: How and Why AI-Powered Active Management Will Dominate Passive
This article is derived from “Ensemble Active Management – AI’s Transformation of Active Management” and “Methodology, Design, and…
Climate Transition Risk in European Equity Markets
The financial markets are among the most effective tools we have to fight climate change, and the net…
Actively Managed Credit Strategies Can Meet Impact Goals, Alpha Targets
Even as the inclusion of sustainability targets in investment portfolios grows in popularity, the challenge of balancing this…
Clarity by Design: The New Infrastructure for Investment Firms
In today’s investment environment, access isn’t the differentiator — clarity is. From AI-generated research to nonstop market commentary,…
The Evolving International Cannabis Landscape
The evolving landscape of the non-U.S. cannabis industry mirrors the early growth stages seen in the United States,…
Book Review: Milton Friedman | CFA Institute Enterprising Investor
Milton Friedman: The Last Conservative. 2023. Jennifer Burns. Farrar, Straus and Giroux. If you were asked to identify…