Strong or Volcker? The Fed and Global Financial Stability
[ad_1] Mark J. Higgins, CFA, CFP, and Raphael Palone, CFA, CFP, will be presenting at the Planejar Annual Conference in…
Category: Investing Ideas
Tricks of the Private Equity Trade, Part 2: Leverage
[ad_1] The essence of maximizing the internal rate of return (IRR) lies in the total amount of leverage contracted to…
Valuing Digital Assets with TradFi Tools: Three Methods
[ad_1] Introduction Digital assets form a new and distinct asset class that despite considerable volatility is rapidly maturing. Bitcoin, the…
Sector and Factor Performance in Wartime
[ad_1] Introduction Before 2020, the threat of a global pandemic shutting down the world economy was not a top-of-mind concern…
Asset Owners “COP” In on Climate Change
[ad_1] The UN Framework on Climate Change (UNFCC) is set to convene the 27th annual Conference of the Parties, commonly…
Bonds and Fixed Income: Where’s the Hedge?
[ad_1] It is no secret that 2022 has been a rough year for pretty much all asset classes across the…
Conservatism: De-Risking the Profitability Factor
[ad_1] Profitability metrics are often the main focus in the search for high-quality stocks. But Profitability is not a defensive…
How Goals-Based Portfolio Theory Came to Be
[ad_1] The following is excerpted from Goals-Based Portfolio Theory by Franklin J. Parker, CFA, published this year by Wiley. “I’ve…
How Do Cryptocurrencies Correlate with Traditional Asset Classes?
[ad_1] For more on the crypto and blockchain phenomena, read Valuation of Cryptoassets: A Guide for Investment Professionals by Urav Soni and…
The Alchemist’s Paradox, Central Bank Sovereignty, and the Fate of Crypto
[ad_1] “It is difficult not to marvel at the imagination which was implicit in this gargantuan insanity. If there must…