Hong Kong market’s IPO reforms, effective this month, reshape how deals are priced and who gets access. For investors, this marks a pivotal shift in market integrity and allocation ...
Client sentiment in 2025 reflects both novelty and continuity. Beneath the buzz of AI and geopolitics lie enduring concerns about cost, timing, and behavior. Based on confidential ...
A broad segment of the industry invests based on established factors such as value, momentum, and low-risk. In this post, we share the key results from our study of out-of-sample ...
Mexico has become an increasingly attractive destination for investors. The country boasts several economic advantages, particularly its proximity to the United States. It’s also ...
Public pension funds allocate on average 30% of their assets to expensive alternative investments and as a result have underperformed passive index benchmarks by 1.2% per year since ...
Artificial intelligence (AI) was the most raised issue in the past 12 months among asset manager respondents to the annual Index Industry Association (IIA) member survey. Sustainable ...
Why do men allocate twice as much of their assets to alternative investments as women do? That’s one of the questions I asked 52 successful investors around the world for my “Women ...
Resistance Money: A Philosophical Case for Bitcoin. 2024. Andrew M. Bailey, Bradley Rettler, and Craig Warmke. Routledge. “Bitcoin is for criminals. It’s a tool for terrorists, ...
When we talk about stock returns, most people assume that individual stocks should yield positive returns. That’s because the stock market has historically outperformed other asset ...
Despite their recent struggles, small caps aren’t dead — they’re just misunderstood. After eight consecutive years of underperformance relative to large caps, some investors are ...
“Once a majority of players adopts a heretofore contrarian position, the minority view becomes the widely held perspective.” DAVID SWENSEN, late CIO of the Yale Investments ...
Global technology leaders including Alphabet, Amazon, Apple, Meta, and Microsoft are increasingly integrating artificial intelligence (AI) technologies into their product offerings. ...
