Capital Formation in Africa: A Case for Private Markets
Executive Summary This CFA Institute report examines the challenges surrounding capital formation…
Tariffs, Inflation, and Returns: How Investments Respond to Supply Shocks
Tariffs have reclaimed the economic spotlight. But with their timing and magnitude…
Women in Alts: Leading with Inspiration, Intuition, and Impact
Women investing in alternatives aren’t just building wealth — they’re reshaping the…
The Downgrade Is Done. The Investor Response Is Just Beginning
For global investors and institutional asset managers, Moody’s downgrade of US sovereign…
Tariffs and Returns: Lessons from 150 Years of Market History
Trade tariffs are back — reshaping markets and raising critical questions for…
Vices, Virtues, and a Little Humor: 30 Quotes from Financial History
Why do smart investors repeat the same mistakes generation after generation? Because…
Private Equity at a Crossroads: A Conversation with Ludovic Phalippou
Ludovic Phalippou, PhD, Professor of Financial Economics at Oxford University, has become…
AI Bias by Design: What the Claude Prompt Leak Reveals for Investment Professionals
The promise of generative AI is speed and scale, but the hidden…
How Clients’ Investment Goals Reflect Risk Behavior and Hidden Biases
In a year marked by renewed volatility and shifting economic expectations, even…
Two Enduring Legacies, One Oracle’s Exit, and “Buffett’s Alpha”
Commemorating Warren Buffett’s legacy and the Financial Analysts Journal’s 80th Anniversary through…
