Category Archives: Equity Investments

Katherine Collins, CFA, Explains How COVID-19 Has Changed ESG Investing

Putnam’s head of sustainable investing explains that the methods companies use to generate results are becoming as important as the results themselves. Read More

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Aswath Damodaran Discusses Valuation amid COVID-19

Stern School of Business Professor Aswath Damodaran says it’s important not to abandon valuation fundamentals. Read More

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The Revolution Will be Publicly Traded

Catherine D. Wood, CEO of ARK Investment Management, has shown that investors looking to benefit from the tech revolution can make big gains in public markets. Read More

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Roger Ibbotson Explains the Price of Popularity

Yale Professor Roger Ibbotson says that brand value, competitive advantage, and company reputation may help investors identify overlooked equity investments. Read More

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Deborah Fuhr Discusses the Growth of ETFs

Deborah Fuhr, managing partner and co-founder of ETFGI, expects the ETF/ETP industry to increase to US$22.3 trillion by 2025. Read More

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Ronald N. Kahn: Seven Trends in Investment Management

BlackRock’s Ronald N. Kahn says big data is neither a gimmick nor a guarantee of success for the challenges confronting active management. Read More

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Food for Thought: An Insight into Japan’s Outlook

Japan’s nominal GDP has increased, its unemployment rate has fallen, and return on equity measures are strong — why are investors not rushing into the country? Read More

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Decrypting Earnings Calls with Natural Language Processing

David Pope, CFA, sees natural language processing (NLP) as a systematic and sensible way for analysts to review larger amounts of information in less time. Read More

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Emerging Market Equities: Unloved and Under-Owned

Devan Kaloo, Head of Global Emerging Markets Equities at Aberdeen Asset Management, is “quite optimistic about EM equities.” In his opinion, valuations are attractive relative to developed markets. Read More

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C. Thomas Howard Urges Practitioners to “View the Markets as They Are”

C. Thomas Howard, an opponent of the efficient markets hypothesis, advocates for a radical departure from the idea of diversification at the core of a healthy portfolio. Read More

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