Net Worth Optimization: A New Era of Personalized Risk Optimization
Since Harry Markowitz developed modern portfolio theory’s mean-variance optimization (MVO), financial advisors…
Year of Shifting Sands: Reflections on the 2024 Global IPO Market
As we settle into a new year, the global initial public offering…
Book Review: Buffett’s Early Investments
Buffett’s Early Investments: A New Investigation into the Decades When Warren Buffett…
The Alternative View: 401(k) Plans Are Better off Without Private Investments
The debate over the inclusion of private investments in 401(k) plans is…
ML Models Need Better Training Data: The GenAI Solution
Our understanding of financial markets is inherently constrained by historical experience —…
6 Reasons to Avoid Hedge Funds
While most people will agree about holding traditional assets like stocks and…
Decades in a Week: Germany’s Fiscal Breakthrough and Its Global Impact
The past week marked a watershed moment for the eurozone, potentially signaling…
Are You Investing in a Fad or a Future Market Leader?
“In investing, only some roads lead to Rome – others just take…
How Do Shareholder Loans and Intangible Assets Impact PE Financials?
Private equity (PE) ownership fundamentally reshapes a company’s financial profile, but understanding…
Modeling Climate Risk in a Changing World
Climate risk has emerged as one of the most formidable challenges of…
