China’s government fixed-income market constitutes a US $12-trillion opportunity, according to Emil Nguy.
The standard joke about high-yield bonds is that they’re not high yield any longer. Let’s replace it with something better.
In Keeping Your Dividend Edge, Todd Wenning, CFA, describes the new market environment that necessitates a revised approach for selecting and monitoring dividend-paying stocks.
Using the Value factor as a case study, how do single stocks influence factor returns? And how do the FAANG stocks influence six common equity factors?
At the core of the cryptocurrency craze is the fear of missing out (FOMO).
Portfolio managers and advisers who have accepted bitcoin and cryptocurrencies on a conceptual level must wrestle with practical questions for their flesh-and-blood clients, says Ron Rimkus, CFA.
“Where are the screaming actuaries yelling in these burning theaters?” Jeremy Gold once asked. Gold passed away earlier this month, leading Heidi Raubenheimer, PhD, CFA, to recall his words and reflect on the state of the retirement crisis.
Why do professional investors talk about behavioral finance more than they apply its insights? How do single stocks influence factor returns? The leading Enterprising Investor posts from last month address these questions and more.
Is it time to start selling growth stocks and buying value stocks?
Should a bank run in Italy ensue, could the euro fall apart?