How Tariffs Could Accelerate America’s AI Revolution: Implications for Investors
The 2024 US presidential election has ushered in major policy shifts, with…
Rethinking the Institutional Mandate: A Compilation from Enterprising Investor
Institutional investors are operating in an environment where traditional approaches are under…
When the Equity Premium Fades, Alpha Shines
For more than a century, the equity risk premium (ERP) — the…
The Missing Link in Cross-Border Healthcare M&A: Finance-Led Integration
Cross-border healthcare M&A is gaining momentum in 2025, though policy shifts and…
Resilience Is the New Alpha: Rethinking Risk in a Fragile World
ESG investing was built for a world that mostly behaved. The idea…
Small Caps vs. Large Caps: The Cycle That’s About to Turn
Despite their recent struggles, small caps aren’t dead — they’re just misunderstood.…
Can Generative AI Disrupt Post-Earnings Announcement Drift (PEAD)?
One of the most persistent market anomalies is the post-earnings announcement drift…
Investing Through Uncertainty: 5 Lessons in Emotional Discipline
In times of geopolitical tension, market volatility, and economic uncertainty, emotions can…
Social Norms Shape Investment Behavior. What Can Advisors Do About It?
As clients navigate complex markets and increasing uncertainty, financial advisors are rethinking…
Europe Rearms: What Defense Spending Means for Markets
Europe is rearming at an unprecedented pace — and the investment implications…
