ESG in the Time of Trump As columnist Angelo Calvello writes, the Donald Trump presidency might be a pox upon many – but, perversely, it is a godsend for ESG managers. Angelo Calvello October 12, 2017
The Powerful, Sleeping Giants You can think of this column as part “alarm clock” and part “morning shower.” Ashby Monk September 29, 2017
Why Private Equity May Be on a Highway to the Danger Zone Private equity has produced pretty astronomical returns in recent years, and these admittedly stellar returns have sent investors flocking to the asset class. But as return expectations fall and dry powder piles up, that may finally be changing, writes columnist Meredith Jones. September 28, 2017
China Is Ready to Eclipse the Fintech Competition The rise of China’s fast-developing fintech sector has been overlooked outside Asia. Jeffrey Kutler September 21, 2017
Dear Pensions and Endowments: Do Unto Wall Street as We Do to Ourselves In trying to bolster the solvency of our most important social institutions, we have created more billionaires on Wall Street than any other U.S. industry. Ashby Monk Jagdeep Bachher September 07, 2017
Individually Rational and Collectively Crazy Investment returns are not infinite; like any other resource, they are scarce. Ashby Monk August 02, 2017
How to Pick a Manager When No One Knows What It Does It’s a universal truth that investment processes should be understandable. However, artificial intelligence managers can provide no authentic explanation of their investment process. This is a problem, writes columnist Angelo Calvello. Angelo Calvello July 28, 2017
Why I Go to Australia. A Lot. The situation in the U.S. and elsewhere is dire, and that is why we need to spend time understanding a place that has managed to figure out how to prepare its people for retirement. Ashby Monk July 01, 2017
Next-Generation Regulation May Better Detect Systemic Risk Policymakers can open their minds to a new kind of regulatory paradigm before the next financial crisis. Jeffrey Kutler June 29, 2017
What Pirates Can Teach Us About Hedge Funds With a little thoughtful analysis, investors would likely abandon the narrative that hedge funds are swashbuckling marauders. It might even lead them to treasure. Meredith Jones June 22, 2017
A Crime Foretold In 1967, Arch Catapano was an analyst for Merrill Lynch, touted in advertisements as a rock star without equal. But as Institutional Investor columnist Angelo Calvello discovered, a darker truth about Catapano would emerge in years ahead. Angelo Calvello June 15, 2017
Bitcoin’s Blockchain Leads Financial Industry into Wild West As secure as the Bitcoin blockchain has proven to be, the revolutionary technology is still the Wild West for the rest of the financial industry. Jeffrey Kutler June 01, 2017
When it comes to investing edge: Advantage, Giants. ‘How are we going to improve, let alone maintain, our returns in what looks to be a lower-returning future going forward?’ ~ Everybody Ashby Monk May 22, 2017
Warren Buffett’s Investing Advice for the Masses A closer look at Warren Buffett’s investing advice for the masses reveals a little bit of spin. Meredith Jones May 15, 2017
The Investment Industry Needs More Women. And That’s No Bull. While the State Street Fearless Girl statue is a welcome symbol, it’s time to put our money where that sentiment is. Meredith Jones May 01, 2017
With BlackRock’s artificial intelligence pivot, the Rubicon has been crossed. Angelo Calvello May 01, 2017
The Key to Saving Is Gambling. Seriously. Why do we seem to gamble our most precious — and often our last — dollars for a small chance to win big? Ashby Monk April 21, 2017
What Not to Buy in Today’s Stock Market How to stay prudent when the market is partying like it’s (precrash) 1999. Vitaliy Katsenelson April 18, 2017
The CIA’s Unexploded CyberBomb After WikiLeaks published techniques used by the CIA for breaking into smartphones, the biggest leak in the spy agency’s history faded away. Jeffrey Kutler April 10, 2017
The Key to Saving Is Gambling. Seriously. Why do we seem to gamble our most precious — and often our last — dollars for a small chance to win big? Ashby Monk April 01, 2017
Financial Regulators Embrace Artificial Intelligence The SEC and deputy director of its economic and risk analysis division stand out as regulatory technology innovators. Jeffrey Kutler March 27, 2017
Why Cognizant Shines Brighter as a Stock Pick The company is a shining star in the business process outsourcing industry, says Vitaliy Katsenelson, CIO at Investment Management Associates. Vitaliy Katsenelson March 24, 2017
This content is from: Corner Office Why Investors Must Embrace Intellectual Contradiction Meredith Jones March 20, 2017
This content is from: Portfolio Is the Age of the Powerful Asset Owner Over? It Might Be. Angelo Calvello March 09, 2017
The Pharma Stocks We’re Buying Now In my previous column I explained why we are partial to pharmaceuticals, a sector politicians love to hate. Here’s how we’re playing our view. Vitaliy Katsenelson March 08, 2017
The Sector Politicians Love to Hate — and Why We’re Buying It Pharmaceuticals stocks have been in the crosshairs of politicians on both sides of the aisle. But the noise has created buying opportunities. Vitaliy Katsenelson March 02, 2017
China’s Private Equity, Venture Capital Markets Boom Despite Economic Slowdown Fundraising and investment hit record levels in the world’s second largest economy last year, according to PwC. Allen T. Cheng February 28, 2017
Why Carping Over Fees Can Cost Investors in the Long Run Some markups are egregious. But when it comes to fees, investors often step over dollars to save dimes. Meredith Jones February 27, 2017
Investors Are Returning to Venture Capital — but Not in the Way You Think Faced with anemic public market returns, many Giants are now returning to venture capital — but not via the same, misaligned access points that soured their prior experiences. Ashby Monk February 22, 2017
Don’t Fear Artificial Intelligence AI is poised to transform the financial services industry and lead the world through the Fourth Industrial Revolution. Daniel Nadler February 14, 2017
