Distress Investing: Crime Scene Investigation
Enterprising Investor
by Sebastien Canderle
4d ago
In the underbelly of private markets lies the main culprit behind corporate failures: defective capital structuring ..read more
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Revisiting the Factor Zoo: How Time Horizon Impacts the Efficacy of Investment Factors
Enterprising Investor
by David Blanchett, PhD, CFA, CFP
6d ago
Don't ignore serial dependencies in your factor portfolio ..read more
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How Machine Learning Is Transforming Portfolio Optimization
Enterprising Investor
by Jordan Doyle
1w ago
Using machine learning algorithms in portfolio optimization is a growing trend that investors should pay attention to ..read more
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Navigating the Risks of AI in Finance: Data Governance and Management Are Critical
Enterprising Investor
by Yoshimasa Satoh, CFA
1w ago
Big data-driven AI in financial services is a technology that augments human capabilities. We are living in countries governed by the rule of law, and only humans can adopt safeguards, make decisions, and take responsibility for the results ..read more
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Market Efficiency vs. Behavioral Finance: Which Strategy Delivers Better Returns?
Enterprising Investor
by Scott Lanigan, CFA
2w ago
Team Efficient Markets vs. Team Behavioral Finance: It's the academic equivalent of Lakers vs. Celtics ..read more
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How Private Capital Markets Are Disrupting Traditional Finance and Economic Indicators
Enterprising Investor
by Joshua J. Myers, CFA
2w ago
Banks and other traditional capital providers are no longer the primary source of capital for the economy. This shift has increased the diversity of capital providers but also has fragmented the capital markets ..read more
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Central Banks and the Green Economy: A Path to Sustainable Growth
Enterprising Investor
by Adam W. Sandback, CFA, FRM, CPA, CMA
2w ago
The Fed and other leading central banks are progressively aligning with climate change policies. This marks an evolution toward a greener form of capitalism in the global capital markets ..read more
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Elusive Alpha, Corrosive Costs
Enterprising Investor
by Richard M. Ennis, CFA
2w ago
The cost of institutional investing has become an impossible burden. Reduce costs. Give alpha a chance ..read more
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The Yield Curve, Recessions, and Monetary Policy Blunders: EI Podcast Highlights
Enterprising Investor
by Guest Contributor
3w ago
We are three months away from the longest yield curve inversion-to-recession period. Will Cam Harvey's famous recession indicator hold? Highlights from EI podcast ..read more
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From Darwin to Wall Street: Harnessing Evolutionary Theory for Smarter Investments
Enterprising Investor
by Drew Estes, CFA, JD
3w ago
Has the science of economics gone astray by borrowing ideas from physics ..read more
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