Opinion The Voices of Investing

Institutional investors face a difficult choice: get their relationships with public companies working to generate real value or take their capital and businesses private so they can engage directly, argues FCLTGlobal.
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“You might even say Harry Markowitz harbored skepticism toward historical correlation’s predictive power,” writes Sander Gerber.
AllianceBernstein’s Black Book is just the latest offering from an industry that refuses to embrace truly transformative ideas, our columnist argues.
Investments are not the most obvious target of image-generating AI, but, as WorldQuant’s Igor Tulchinsky writes, early-stage technologies like GPT-4 should be approached with radical openness.
Arbitrary definitions are limiting your investment options, our columnist argues.
Research suggests a fascinating link between the physical world and how investors price stocks.
William Kelly, CEO of CAIA Association — which offers an alternatives investments credential — writes that better and more transparent client outcomes will remain his association’s north star.
A former continuation-fund skeptic concedes that GP-led secondaries might be worth a second look.