Environmental, social, and governance (ESG) ratings should reflect the risks that such factors pose to a company’s financial performance and…
Browsing: Fund News
Interest rates are like the weather. We can prepare for typical fluctuations, but sudden changes can still catch us by…
The M&A Failure Trap: Why Most Mergers and Acquisitions Fail and How the Few Succeed. 2024. Baruch Lev and Feng…
The Economics of the Stock Market. 2022. Andrew Smithers. Oxford University Press. Judging by the behavior of the stock market,…
A viewer on our YouTube channel wants to know, “What are the “must have” mutual fund categories in a portfolio?”This…
“It often happens that a player carries out a deep and complicated calculation, but fails to spot something elementary right…
Factor selection is among our most important considerations when building financial models. So, as machine learning (ML) and data science…
Portfolio managers report their risk-adjusted performance using Sharpe, Treynor, information, and Sortino ratios, among other popular metrics. Of course, with…
The legendary musician Prince exhorted us to “Party like it’s 1999,” but today, as a small-cap stock investor, I’d flip…
Three investment return trends related to the green transition concern me. These apply across all sectors but to automotive in…