Rethinking the Institutional Mandate: A Compilation from Enterprising Investor
uttu Institutional investors are operating in an environment where traditional approaches are under strain and long-held assumptions no longer…
Investment
How Tariffs Could Accelerate America’s AI Revolution: Implications for Investors
The 2024 US presidential election has ushered in major policy shifts, with sweeping tariffs and new trade strategies…
Book Review: Reminiscences of a Bond Operator
Reminiscences of a Bond Operator: A Guide to Investing in Corporate Debt. 2024. Mark A. Rieder. Independently published.…
Amid The Noise, Active Management Quietly Reinvents Itself
Despite the headlines proclaiming its demise, active investment management is not going extinct — it’s evolving. The traditional…
Two Enduring Legacies, One Oracle’s Exit, and “Buffett’s Alpha”
Commemorating Warren Buffett’s legacy and the Financial Analysts Journal’s 80th Anniversary through the lens of the award-winning article,…
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…