In a year marked by renewed volatility and shifting economic expectations, even the most familiar investment principles are worth revisiting. Behavioral finance concepts like loss ...
Even as the inclusion of sustainability targets in investment portfolios grows in popularity, the challenge of balancing this approach continues to perplex investors. But a Financial ...
Style regimes constitute one of investors’ largest risk factors, second only to overall equity exposure. After 15 years of growth style dominance, the return of intra-market ...
Looking for a way to “beat the market” in 2024 and beyond? If so, you’ve probably heard about the market-beating potential of private equity investments. The most recent U.S. ...
The Ownership Dividend: The Coming Paradigm Shift in the U.S. Stock Market. 2024. Daniel Peris. Routledge — Taylor & Francis Group. Could the next opportunity in the stock ...
Editor’s Note: This is the first in a series of articles that challenge the conventional wisdom that stocks always outperform bonds over the long term and that a negative correlation ...
Since their emergence in the 1970s, defined contribution (DC) plans in the United States have evolved. One notable change has been a shift in how they develop investment lineups for ...
Traditional investment approaches assume investors have equal access to market information and make rational, emotionless decisions. Behavioral finance, championed by Richard Thaler, ...
As a stock’s nominal share price falls, what happens to its risk profile? The answer to this question has important implications for managing investor expectations and reducing ...
Commemorating Warren Buffett’s legacy and the Financial Analysts Journal’s 80th Anniversary through the lens of the award-winning article, “Buffett’s Alpha.”
Robert Shiller’s cyclically adjusted price-to-earnings ratio (CAPE) is approaching historically high levels. In fact, CAPE’s current value has been exceeded only twice since 1900. ...
Enrich Your Future: The Keys to Successful Investing. 2024. Larry E. Swedroe. Wiley. Before you reach the introduction to Enrich Your Future: The Keys to Successful Investing, you ...
