March Favourites – Ruth Crilly
A quick post today because I am writing this on Easter Sunday, when strictly speaking I should be trying to talk my kids down from their rampant sugar-high. One of…
Book Review: The Ownership Dividend
The Ownership Dividend: The Coming Paradigm Shift in the U.S. Stock Market. 2024. Daniel Peris. Routledge — Taylor & Francis Group. Could the next opportunity in the stock market be…
Farewell John Kordyback
John Kordyback, a treasured colleague and friend, died last week, aged 64. Once the bus from Denver airport had pulled into the Colorado ski resort, and I'd deposited my bags…
Uncovering the Seams in Mainframes for Incremental Modernisation
In a recent project, we were tasked with designing how we would replace a Mainframe system with a cloud native application, building a roadmap and a business case to secure…
Uncovering the Seams in Mainframes for Incremental Modernisation
In a recent project, we were tasked with designing how we would replace a Mainframe system with a cloud native application, building a roadmap and a business case to secure…
Looking for Gains in Private Equity? Tips for the Everyday Investor
Looking for a way to “beat the market” in 2024 and beyond? If so, you’ve probably heard about the market-beating potential of private equity investments. The most recent U.S. Private…
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…
