In early 2024, the Securities and Exchange Board of India (SEBI) mandated that all mutual fund houses disclose the results…
Browsing: Fund News
Liquidity risk is often misunderstood, yet it plays a crucial role in financial stability and market confidence. The collapse of…
Technical analysis — trading based on the chart patterns of stocks — has always been a hotly debated investing tactic. While…
Fifty years ago, leveraged buyout (LBO) sponsors had a simple goal in mind: to help divisional managers of large corporations…
Strategic asset allocation (SAA) determines long-run exposure to systematic risk factors. That said, current changes in monetary policy in many…
The wealth management landscape is undergoing a seismic shift as single- and multi-family offices grow in scale, sophistication, and influence.…
Global public debt exploded during the pandemic. The unprecedented rounds of fiscal stimulus — intended to mitigate the impact on…
What happens when quantum computers become reality? One of my favorite moments at a cryptocurrency seminar last year was when…
How Novelty and Narratives Drive the Stock Market: Black Swans, Animal Spirits and Scapegoats. 2021. Nicholas Mangee. Cambridge University Press.…
Adapted by Lisa M. Laird, CFA, from “Communicating Clearly about Investment Objectives and Risks” by Karyn Williams, PhD, and Harvey…