Investing

[ad_1] Earlier this year, the head of the US Department of Justice’s anti-trust unit vowed to crack down on the buyout sector’s aggressive deal-making practices. What that implied wasn’t entirely clear. As long as it remained a cottage industry, private equity (PE) was always lightly regulated. Even after the late […]

[ad_1] Introduction Alternative investments accounted for $13 trillion in assets under management (AUM) in 2021, nearly twice what it was 2015. By 2026, that figure is expected to reach more than $23 trillion, according to Preqin research. Boom times are here for venture capitalists, private equity (PE), and hedge fund […]

[ad_1] Today’s spiking inflation, rising interest rates, and billion-dollar investment frauds are good reminders that a clear understanding of the past helps us better anticipate the future. Indeed, it can provide a reliable foundation on which we can develop portfolio-allocation decisions. That’s why we need to have a firm grasp […]

[ad_1] Artificial intelligence (AI)-based strategies are being increasingly applied in investing and portfolio management. Their contexts, utility, and results vary widely, as do their ethical implications. Yet for a technology that many anticipate will transform investment management, AI remains a black box for far too many investment professionals. To bring […]

[ad_1] This article is adapted from a version originally published in the fall issue of The Journal of Performance Measurement®. Overview Investment management is a three-part process: Set goals for risk and return Select investments Evaluate the results Often carried out in isolation by different, unconnected groups, these activities can lead […]

[ad_1] “At some point in the growth of a boom all aspects of property ownership become irrelevant except the prospect of an early rise in price.” — John Kenneth Galbraith Countless asset bubbles have inflated and burst over the course of history and it is an absolute certainty that more […]

[ad_1] I interviewed 50 amazing people — 25 women and 25 men — from different professions and industries for my 14th annual research paper released on International Women’s Day, 8 March 2024. To celebrate the occasion, I wanted to share some examples of how women around the world are investing. […]

[ad_1] Passive environmental, social, and governance (ESG) investing has become increasingly active. It’s time for a rethink. Assets have poured into passive ESG indexes in recent years. As more investors look to align sustainability goals with their investments, global ESG assets under management (AUM) have soared from $2.2 trillion in […]

[ad_1] 1. Fama and French: The Five-Factor Model Revisited How well has Eugene F. Fama and Kenneth R. French’s five-factor model explained returns? Derek Horstmeyer, Ying Liu, and Amber Wilkins share their analysis. 2. Tell Me a Story: Aswath Damodaran on Valuing Young Companies When valuing companies, “You don’t have […]

[ad_1] The artificial intelligence (AI) revolution, with its expansion into neural networks and other novel fields, marks a dramatic shift away from traditional innovation models. And like all revolutions, it comes with challenges as rapid technological advancement gives rise to concurrent risks. Market volatility and convoluted regulations are significant hurdles, […]