The Remarkable Story of Style Regimes: For the Data-Driven Investor
Style regimes constitute one of investors’ largest risk factors, second only to overall equity exposure. After 15 years of growth style dominance, the return of intra-market volatility has prompted renewed…
Book Review: Milton Friedman | CFA Institute Enterprising Investor
Milton Friedman: The Last Conservative. 2023. Jennifer Burns. Farrar, Straus and Giroux. If you were asked to identify a famous economist based on the following facts, whom would you name?…
The Evolving International Cannabis Landscape
The evolving landscape of the non-U.S. cannabis industry mirrors the early growth stages seen in the United States, which we outlined in our preceding article in this series. As recreational…
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…
