The Year Ahead: Convergence, Carry and Chance (PGIM)
The global economy is being transformed by a constellation of forces, including demographic shifts, policy changes…
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Democratizing Autocallable Notes via an ETF (Calamos Investments)
Autocallable yield notes (or “autocallables”) have captured significant investor interest for their ability to…
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Asia 2030 Climate Playbook: How Asian Asset Owners Can Deliver (AIGCC)
Pension funds, sovereign funds and life insurers investing in Asia have made meaningful progress on key climate-…
Increases CAPE Ratio Predictability with a Simple Adjustment (Alpha Architect)
CAPE has long been a cornerstone of long-horizon return forecasting. Critics argue that its predictive power has…
Finding Your Investing Lodestar: In Search of an Investment Philosophy (Aswath Damodaran)
When uncertainty roils markets, it is natural for investors to get knocked off balance, a when off-balance, to…
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Heros in Haystacks
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