The Remarkable Story of Style Regimes: For the Data-Driven Investor
Style regimes constitute one of investors’ largest risk factors, second only to…
Book Review: Milton Friedman | CFA Institute Enterprising Investor
Milton Friedman: The Last Conservative. 2023. Jennifer Burns. Farrar, Straus and Giroux.…
The Evolving International Cannabis Landscape
The evolving landscape of the non-U.S. cannabis industry mirrors the early growth…
Actively Managed Credit Strategies Can Meet Impact Goals, Alpha Targets
Even as the inclusion of sustainability targets in investment portfolios grows in…
Climate Transition Risk in European Equity Markets
The financial markets are among the most effective tools we have to…
Can the Fed Pull Off a Soft Landing?
A version of this article originally appeared on the Research Affiliates website.…
EAM: How and Why AI-Powered Active Management Will Dominate Passive
This article is derived from “Ensemble Active Management – AI’s Transformation of…
Know Your Prospect (KYP): What’s in Their Portfolio and Why?
I interviewed 50 amazing people — 25 women and 25 men —…
Revolution and Risk: How to Pilot the AI Revolution
The artificial intelligence (AI) revolution, with its expansion into neural networks and…
Climate Change Calculus: HNWIs and Sustainable Impact Investing
Climate change is inescapable even for high-net-worth individuals (HNWIs). Its effects are…
