AI’s Carbon Footprint: Balancing Innovation with Sustainability
In the ever-evolving landscape of artificial intelligence (AI), the trends point toward an insatiable appetite for larger, more powerful models. Large language models (LLMs) have ...
Philosophy
Investing in U.S. Financial History: Three Principles, Three Excerpts
“There can be few fields of human endeavor in which history counts for so little as in the world of finance. Past experience, to the extent that it is part of memory at all, is ...
How Clients’ Investment Goals Reflect Risk Behavior and Hidden Biases
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 ...
Venture Capital: Lessons from the Dot-Com Days
The NASDAQ 100 index hit rock bottom during intra-day trading on 10 October 2002, down 77% from its all-time high on 10 March 2000. An estimated 100 million individual investors lost ...
Know Your Prospect (KYP): What’s in Their Portfolio and Why?
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 ...
Book Review: Milton Friedman | CFA Institute Enterprising Investor
Milton Friedman: The Last Conservative. 2023. Jennifer Burns. Farrar, Straus and Giroux. If you were asked to identify a famous economist based on the following facts, whom ...
Looking for Gains in Private Equity? Tips for the Everyday Investor
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. ...
Book Review: The Ownership Dividend
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 ...
Exploring the Indian Startup Frontier
Wise investors should keep their eyes fixed on India and its booming startup ecosystem, which is the third largest as of 2024. Since Prime Minister Shri Narendra Modi began the ...
A Case for Broadening Retail Access to Private Markets
The surge of retail investor activity in public markets is a well-documented phenomenon. Digital brokerage platforms and online learning channels are the primary drivers. They often ...
From the Archives: Daniel Kahneman on Better Decision Making
Posted In: Behavioral Finance, Drivers of Value, Economics, Leadership, Management & Communication Skills, Portfolio Management Editor’s Note: In memory of Daniel Kahneman, we ...
The Art and Science of DC Plan Investment Design
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 ...
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