Factor Performance: Will the Comeback Persist?
Factors are the primary market drivers of asset-class returns. In the equity…
The Active Management Delusion: Respect the Wisdom of the Crowd
“My basic point here is that neither the Financial Analysts as a…
Debunking the Myth of Market Efficiency
Sixty years after it was first formulated, the core tenet of the…
What ESG News Matters Most to the Market?
The following is derived from the 2022 Scroll Award-winning article “Which Corporate…
Myth-Busting: The Economy Drives the Stock Market
Introduction Switch on Bloomberg TV or CNBC at any time of the…
Is the Copper–Gold Ratio a Dependable Leading Indicator on Rates?
The Copper–Gold Ratio and Dollar Effects Institutional asset managers use the copper–gold…
More Realistic Retirement Income Projections Require Dynamic Adjustments
The following is based on “Redefining the Optimal Retirement Income Strategy,” from…
How Do Smart Clients Invest in Themselves? Know Their “Why”
“Ultimately, there’s one investment that supersedes all others: Invest in yourself. Nobody…
Is Rising Income Inequality the 40-Year Bull Market’s Hidden Driver?
Economists and market participants have introduced increasingly sophisticated models over the past…
ChatGPT: The Origins, the Hype, the Opportunity
For most investment managers, ChatGPT represents the starting whistle in a tech…
