Bad Ideas: Why Active Equity Funds Invest in Them and Five Ways to Avoid Them
How many attractive stock ideas does Naomi, an institutional active equity fund…
Monte Carlo Simulations: Forecasting Folly?
Introduction The Shanghai Stock Exchange Composite Index (SSE) was booming in early…
The Unspoken Conflict of Interest at the Heart of Investment Consulting
Mark J. Higgins, CFA, CFP, is the author of Investing in U.S.…
A More Robust Macro Risk Targeting Strategy for Equities
Investors who want to target exposure to macroeconomic risks in their equity…
Decoupling Correlations: Global Markets since COVID-19
Correlations between world stock markets began to increase in the 1970s. This…
How to Build Better Low Volatility Equity Strategies
The Role of Low Volatility Strategies in Investment Portfolios Low volatility equity…
Climate Risk and the Future of US Commercial Real Estate
Introduction The imperatives of climate change demand enhanced risk management in the…
Can Investor Activism Boost Small-Cap Stock Performance?
Activist investor interventions with small, newly public companies can improve their stock…
US Cannabis Investing: An Overview
The cannabis sector is slowly emerging from its long period of prohibition,…
Book Review: Investing in U.S. Financial History
Investing in U.S. Financial History: Understanding the Past to Forecast the Future.…
