Generational Wealth: Does the Apple Fall Far From the Tree?
uttu Will the son of a billionaire perpetuate his inherited wealth? Apparently not, if history is any guide. In…
Investment
Investment Returns Are NOT Random
There is notable disagreement among academics about how investment time horizon should affect portfolio allocations. In recent research…
Coiled Tight: Smaller Companies Are Primed for Outperformance
In his keynote speech at the Ben Graham Centre’s 2024 Value Investing Conference in Toronto, Jason Zweig, a…
Why Your Portfolio Should Include Scarce Assets
Most investable assets and strategies tend to cluster into two broad groups: productive and scarce. This is an…
Leveraging AI to Identify and Predict Financial Crises
Artificial intelligence (AI) can improve our ability to identify and predict financial crises. A key innovation in AI…
Why the New T+1 Settlement Cycle Matters: A Global Index Provider’s Perspective
The clearing and settlement of equity trades may not sound like the most exciting subject, but it is…
The Power of Clicks, Likes, and Shares: Promote the Right Kind of Financial Content
Financial influencers, aka finfluencers, have amassed an enormous following on social media, particularly among Gen Zs aged 18…
Sustainability Reporting: Navigating Assurance Practices
Sustainability metrics and disclosures have attracted significant attention globally. Yet, assurance practices vary in the amount of work…
Building LLMs in the Open-Source Community: A Call to Action for Investment Professionals
ChatGPT and other natural language processing (NLP) chatbots have democratized access to powerful large language models (LLMs), delivering…
For the Analyst: Peer Benchmarking Methods to Improve Earnings Forecasts
Finding suitable peers for financial analysis is a vexing task that requires careful consideration of firms’ underlying economics,…