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 approach continues to perplex investors. But a Financial Analysts Journal study, “Bonds…
Measuring Developer Productivity via Humans
Somewhere, right now, a technology executive tells their directors: “we need a way to measure the productivity of our engineering teams.” A working group assembles to explore potential solutions, 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 zero transition will require trillions of dollars in annual investment between now…
Code samples for the opening chapter of Refactoring
From time to time people ask me for a copy of the code I used in the opening chapter of Refactoring, so they can follow along themselves. I had Reasons…
Measuring Developer Productivity via Humans
Somewhere, right now, a technology executive tells their directors: “we need a way to measure the productivity of our engineering teams.” A working group assembles to explore potential solutions, and…
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 Data Integrity Validation Study of Turing Technology’s 2024 Ensemble Active Management” white…
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 confusing one. Job growth is strong, yet reports of layoffs at high-profile…
Measuring Developer Productivity via Humans
Somewhere, right now, a technology executive tells their directors: “we need a way to measure the productivity of our engineering teams.” A working group assembles to explore potential solutions, and…
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 my 14th annual research paper released on International Women’s Day, 8 March…
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 shift away from traditional innovation models. And like all revolutions, it comes…


