Commercial Real Estate Today: A Four-Sector Outlook
Now that individual investors can access direct real estate investments, what should…
Resistance Training: Testing Market Resilience
Markets were generally buoyant in June and July as participants focused on…
ESG Affirmations and Surprises: Asset Managers Look to the Future
The progression of ESG investing in the global asset management community continues…
Fed Chair Congressional Testimony: Has the Market Played Favorites?
Stock investors loved Alan Greenspan because the policies he pursued during his…
When Hindsight Becomes Foresight: Replicating Investment Performance
Introduction We have analyzed dozens of public and private market investment strategies,…
The Predictive Power of the Yield Curve
“ur mind is strongly biased toward causal explanations and does not deal…
Book Review: The Worth of Art
The Worth of Art: Financial Tools for the Art Markets. 2023. Arturo…
Commercial Real Estate Today: An Overview
Our primer on commercial real estate (CRE) investing explored the core components…
Factor Portfolios and Cap-Weighted Benchmarks: Bridging the Tracking Error Gap
Despite a brief return to normalcy in 2022, equity factor strategies have…
Come Together: M&A Trends in Canada
Hookups just aren’t what they used to be. The worldwide value of…