AI in Investment Management: From Exuberance to Realism
Artificial intelligence has advanced rapidly in recent years, raising expectations across the…
Winners and Losers in a World Without Quarterly Earnings
The question of whether quarterly earnings reporting helps or harms long-term value…
AI in Venture Capital: Separating Signal from Noise
In both public and private markets, AI’s rise has been extraordinary: fewer…
The Two AI Stories: Measurable Gains and Hidden Balance-Sheet Pressure
AI is delivering real productivity gains across data-rich sectors, yet today’s investment…
Reducing the Cost of Alpha: A CIO’s Framework for Human+AI Integration
The active asset management industry has reached a breaking point. After decades…
Patience Pays: Why Quality Shares Outperform in the Long Run
Time in the market is better than timing the market, the adage…
The Earnings Dip Before a Sweet Deal: Going Private in Europe
Private ownership is gaining ground again across Europe as companies seek more…
Managing Client Fear: The Cognitive Skill Every Financial Advisor Should Master
Markets move up and down — that’s a fact. Emotional reactions to…
How to Value Digital Tokens: A 5-Step Fair Value Framework
The development of digital financial assets has fundamentally changed the financial ecosystem,…
From Risk to Resilience: What Finance Can Learn from the Futures
Finance is fundamentally concerned with the future. For risk officers, strategists, and…
