The 60/40 Portfolio Needs an Alts Infusion
Introduction A global black swan event — COVID-19 — followed by record…
Private Equity: Five Lessons from the Global Financial Crisis
Up until the 2008 credit crunch, the conventional recipe for success in…
Research and Policy Center Three Most Popular Articles of 2023: Data and Technology
Handbook of Artificial Intelligence and Big Data Applications in Investments, edited by…
The FX Swap Market: Growing in the Shadows
Introduction The foreign exchange (FX) swap market generates almost $4 trillion in…
Research and Policy Center Five Most Popular Articles of 2023: Capital Markets
The “Mercer CFA Institute Global Pension Index 2023” takes the top spot.…
An Answer to “Crypto’s Unanswered Question: At What Price?”
For more on the crypto and blockchain phenomena, read Valuation of Cryptoassets: A…
Mergers and Acquisitions in Quebec
Quebec — La Belle Province — has experienced a significant uptick in…
Let’s Talk Blockchain, Not “Crypto”
Disregard all the hype around crypto in general and bitcoin in particular.…
Research and Policy Center 10 Most Popular Articles of 2023
“Future State of the Investment Industry” resonates. CFA Institute launched its Research…
Book Review: Poor Charlie’s Almanack
Poor Charlie’s Almanack: The Essential Wit and Wisdom of Charles T. Munger.…
