Private Markets: Guardians at the Gate?
uttu Earlier this year, the head of the US Department of Justice’s anti-trust unit vowed to crack down on…
Investment
Myth-Busting: Alts’ Uncorrelated Returns Diversify Portfolios
Introduction Alternative investments accounted for $13 trillion in assets under management (AUM) in 2021, nearly twice what it…
Frontier and Emerging Markets: Inflection Points
Today’s spiking inflation, rising interest rates, and billion-dollar investment frauds are good reminders that a clear understanding of…
What Can AI Do for Investment Portfolios? A Case Study
Artificial intelligence (AI)-based strategies are being increasingly applied in investing and portfolio management. Their contexts, utility, and results…
Evaluating Benchmark Misfit Risk | CFA Institute Enterprising Investor
This article is adapted from a version originally published in the fall issue of The Journal of Performance…
The Six Stages of Asset Bubbles: The Crypto Crash
“At some point in the growth of a boom all aspects of property ownership become irrelevant except the…
ESG (In)Efficiency | CFA Institute Enterprising Investor
Passive environmental, social, and governance (ESG) investing has become increasingly active. It’s time for a rethink. Assets have…
Top 10 Posts from 2022: Fama and French, Damodaran, the Equity Risk Premium
1. Fama and French: The Five-Factor Model Revisited How well has Eugene F. Fama and Kenneth R. French’s…
Diversity and Investment Performance: What Trade-Off?
Is there a trade-off between diversity and investment performance? It’s a common question with a definitive answer: No…
The Yen’s Downside Risk Persists Despite BOJ Shift
The Bank of Japan (BOJ) widens the 10-year yield trading range. The BOJ announced its latest yield curve…