Asset Owners “COP” In on Climate Change
The UN Framework on Climate Change (UNFCC) is set to convene the 27th annual Conference of the Parties, commonly known as COP27, in Sharm el-Sheikh, Egypt, next week. The goal…
Sector and Factor Performance in Wartime
Introduction Before 2020, the threat of a global pandemic shutting down the world economy was not a top-of-mind concern for most investors. Pandemics were nothing new, of course, but no…
Valuing Digital Assets with TradFi Tools: Three Methods
Introduction Digital assets form a new and distinct asset class that despite considerable volatility is rapidly maturing. Bitcoin, the first and largest cryptoasset, laid the foundation for enormous innovation across…
Tricks of the Private Equity Trade, Part 2: Leverage
The essence of maximizing the internal rate of return (IRR) lies in the total amount of leverage contracted to finance a transaction. The less equity a buyout firm has to…
Strong or Volcker? The Fed and Global Financial Stability
Mark J. Higgins, CFA, CFP, and Raphael Palone, CFA, CFP, will be presenting at the Planejar Annual Conference in Sao Paulo, Brazil, on 24 October 2022. Their program compares the…
Can Machine Learning Help Predict the Next Financial Crisis?
What do we mean by financial crisis? What are some of the classical methods that predict such crises? How can machine learning algorithms contribute to anticipating them? Financial crises take…
Book Review: Demographics Unravelled | CFA Institute Enterprising Investor
Demographics Unravelled: How Demographics Affect and Influence Every Aspect of Economics, Finance and Policy. 2021. Amlan Roy. Wiley. Demographics are destiny. This cliché will cause some investors to nod their…
Eight Reasons Why Africa Is Primed for Impact Investing
“You cannot be an impact investor without considering emerging markets. Investing in Africa presents both financial and impact opportunities.” — Jennifer Kenning, CEO and Co-Founder, Align Impact Investors looking to…
Does Artificial Intelligence Steal Human Jobs?
The Four Job Categories When it comes to artificial intelligence (AI), many anticipate a rosy future with various sources of new revenue, reduced expenses, and ultimately increased profits. Others worry…
Tricks of the Private Equity Trade, Part 1: Value Drivers
Investors’ faith in the genius of private equity (PE) fund managers has reached ever greater heights amid new records in fundraising, deal volume, and asset valuations. These trends have continued…
