Investment Horizon, Serial Correlation, and Better (Retirement) Portfolios
A study from CFA Institute Research Foundation Learn MoreRecently Published
Financial Analysts Journal
3D Investing: Jointly Optimizing Return, Risk, and Sustainability
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Investment Horizon, Serial Correlation, and Better (Retirement) Portfolios
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Meir Statman: Balancing Wealth and Wellbeing
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Climate Data in the Investment Process: Challenges, Resources, and Considerations
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Enterprising Investor
Stephen Foerster, CFA, extracts lessons from exceptional episodes in financial history that ordinary investors and seasoned professionals alike can put to profitable use. The bonus is that you'll be entertained from start to finish, writes Martin Fridson, CFA.
Book Review: Trailblazers, Heroes, and Crooks
Enterprising Investor
Stocks are a good wager over the long term, on favorable odds. But stocks remain a bet, and investors must grasp how much returns can vary over long time horizons, Edward McQuarrie tells Enterprising Investor readers. This is the second in a series of blogs from McQuarrie about his research findings in the Financial Analysts Journal. The research is the topic of our forthcoming webinar including McQuarrie, Rob Arnott, Roger Ibbotson, Elroy Dimson, Jeremy Siegel, and moderator Larry Siegel.
What Price Risk? Unpacking the Equity Risk Premium
Enterprising Investor
No doubt the past year has been difficult for equity income investors. But history, inherent biases, mean reversion, and the current market backdrop point to a comeback, advises Brian F. Lomax, CFA, CAIA. High-yielding stocks are positioned to perform better over the next year, he writes, urging investors to hang in there.
Equity Income Investing Redux
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2023 Graham and Dodd Award Winner