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Blogs

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Investing Through Uncertainty: 5 Lessons in Emotional Discipline

In a period marked by geopolitical risk and market volatility, Steve Foerster, CFA, draws on centuries of history and behavioral finance to explore how emotional biases—like overconfidence, panic selling, and FOMO—can quietly undermine investor performance. Through compelling case studies and timeless lessons, he outlines how cultivating emotional discipline is not only a safeguard against costly mistakes, but a critical skill for navigating today’s complex investment landscape.

Small Caps vs. Large Caps: The Cycle That’s About to Turn

Small Caps vs. Large Caps: The Cycle That’s About to Turn

After more than a decade of underperformance, US small caps may be nearing a cyclical turning point. Daniel Fang, CFA, CAIA, examines the structural forces supporting a small-cap resurgence—from shifting rate dynamics to compelling relative valuations—and makes the case for a renewed strategic allocation.

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Can Generative AI Disrupt Post-Earnings Announcement Drift (PEAD)?

Toghrul Aghbabali explores how large language models like ChatGPT are not just challenging the persistence of post-earnings announcement drift (PEAD) but are also poised to reduce deep-rooted informational asymmetries in markets. As these tools compress reaction times and democratize access to advanced analytics, they may level the informational playing field, reshaping pricing dynamics, challenging alpha-generating strategies, and redefining the role of human judgment in increasingly automated markets.