Two Enduring Legacies, One Oracle’s Exit, and “Buffett’s Alpha”
uttu Commemorating Warren Buffett’s legacy and the Financial Analysts Journal’s 80th Anniversary through the lens of the award-winning article,…
Investment
How Clients’ Investment Goals Reflect Risk Behavior and Hidden Biases
In a year marked by renewed volatility and shifting economic expectations, even the most familiar investment principles are…
AI Bias by Design: What the Claude Prompt Leak Reveals for Investment Professionals
The promise of generative AI is speed and scale, but the hidden cost may be analytical distortion. A…
Private Equity at a Crossroads: A Conversation with Ludovic Phalippou
Ludovic Phalippou, PhD, Professor of Financial Economics at Oxford University, has become one of the most closely followed…
Vices, Virtues, and a Little Humor: 30 Quotes from Financial History
Why do smart investors repeat the same mistakes generation after generation? Because financial instincts — like fear, envy,…
Tariffs and Returns: Lessons from 150 Years of Market History
Trade tariffs are back — reshaping markets and raising critical questions for investors. In early 2025, the United…
The Downgrade Is Done. The Investor Response Is Just Beginning
For global investors and institutional asset managers, Moody’s downgrade of US sovereign debt is more than a symbolic…
Women in Alts: Leading with Inspiration, Intuition, and Impact
Women investing in alternatives aren’t just building wealth — they’re reshaping the future. With capital comes power, and…
Tariffs, Inflation, and Returns: How Investments Respond to Supply Shocks
Tariffs have reclaimed the economic spotlight. But with their timing and magnitude uncertain, investors are on edge. A…
Think We’ve Seen the Last +1,000-BPS High Yield Spread? Think Again
Some high yield market participants claim the days of +1,000-basis-point (bps) spreads are behind us. Citing improved credit…