Latest Investment Strategies News
Joachim Klement, CFA: Three Geo-Economics Trends to Watch
“Today’s investors need to understand geopolitical trends as a main driving force…
Book Review: Valuation | CFA Institute Enterprising Investor
Valuation: Measuring and Managing the Value of Companies, 7th Edition. 2020. McKinsey…
GameStop, Artificial Intelligence, Social Media, and the Future of Investing
By now, everyone has seen the headlines. The revolution has started. GameStop’s…
Peak Diversification: How Many Stocks Best Diversify an Equity Portfolio?
Perhaps the biggest tradeoff for equity portfolio managers is between specialization and…
Book Review: The Technological Revolution in Financial Services
The Technological Revolution in Financial Services: How Banks, Fintechs, and Customers Win…
Improving the Odds of Value Investing
Introduction Ted Theodore first wrote about value versus momentum stocks way back…
Wealth Management in the Algocen Era: A Speculative Future
Yvette’s inbox dings at 3:02 pm on 13 May 2038. It’s the…
In Memoriam: David Swensen | CFA Institute Enterprising Investor
“David was, simply, the best at what he did. He was to…
To Invest Internationally, or Not — That Is the Question
What follows is a hypothetical conversation between two fictional investment professionals, US-based…
