Mergers and Acquisitions in 2024: Headwinds to Tailwinds?
Global mergers and acquisitions plunged to a decade low last year, with…
Mike Tang, CFA, CPA, on Spin-Off Listings in Hong Kong SAR
Capital markets in Hong Kong SAR are buzzing with activity in 2024.…
Book Review: The Four Pillars of Investing, Second Edition
The Four Pillars of Investing, Second Edition: Lessons for Building a Winning…
Plan Sponsor Priorities for 2024: A Seven-Item Checklist
Defined contribution (DC) plans are among the most common ways for US…
It’s Not Always the Economy: Five Questions to Gauge Financial Markets
Last year was humbling for economists and investment strategists alike. It began…
ESG Investing and the Popularity Asset Pricing Model (PAPM)
Thomas M. Idzorek, CFA, is the author of “Personalized Multiple Account Portfolio…
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…



