How to Prevent a K-Shaped Recovery
Changes to the capital markets, higher taxes for the rich, tougher antitrust enforcement, enhanced education—all get proposed as cures. If the problem can’t be solved, the economy may suffer long-term.
Shop Talk
What Artificial Intelligence Can—and Can’t—Do for Investors
While machine learning still has major shortfalls, it is gaining ground at divining useful patterns, like analyzing how executives talk in earnings calls.
Op-Ed: Which Injections Should Investors Watch in 2021?
Everyone is eager for vaccine news and numbers, but longtime investor Tony Waskiewicz argues the real portfolio boosters will be any actions from the Fed and Congress.
Exclusive: Life After Carnegie — Alisa Mall Heads to Health Care
The former senior investment director talks about that mass exodus, and her next career moves into biotech venture capital.
One Upside to the Pandemic: Better Financial Technology
As with medicine, the development of better tools to analyze economic and market data got fast-forwarded.
Op-Ed: Should Allocators Un-Core Their Core Bond Portfolio?
With yields at historic lows, longtime investor Tony Waskiewicz says investment offices might want to take another look at the allocation that used to be ‘worry free,’ but is now a source of consternation.
The Imitation Game: How AI Should Buoy Insurers—and Pension Risk Transfers
Also, as investments, carriers likely will grow more attractive, thanks to machine learning helping to customize pricing, reduce costs, and flag fraudulent activity.
How Much Progress Has Been Made on Corporate America’s Stakeholder Pledge?
Last year, the Business Roundtable vowed to shift its corporate purpose to better serve communities and groups beyond its shareholder base. The promise, overall, hasn’t been kept yet.
The Hodgepodge of ESG Investment Standards Sparks Controversy
MIT study underscores the confusion of ratings, then DOL cites that in proposing curbing sustainability factors in retirement portfolios.
How Distressed Investors Are Getting Ready for Business Failures
Washington stimulus has delayed the bankruptcy parade. But it’s coming fast.
Will Businesses Be Engulfed by Lawsuits Blaming Them for Virus Infections?
A GOP Senate bid to shield companies has helped hold up the next federal stimulus round.
The Tricky Challenge of Measuring Governance
The often-overlooked part of ESG, how companies are managed, demands diligence and good sense, not easy to bring off.
Op-Ed: Using the Risk-Free Rate as a Basis to Examine Hedge Fund Costs
Longtime investor Tony Waskiewicz explores why hedge fund investors have experienced much lower absolute returns since the Great Recession.
Op-Ed: Using the Risk-Free Rate as a Basis to Optimize Investment Costs (Part 2)
Longtime investor Tony Waskiewicz explores: How much are you willing to give up for the pursuit of alpha?
Op-Ed: Using the Risk-Free Rate as a Basis to Optimize Investment Costs (Part 1)
Veteran investor Tony Waskiewicz asks how much of the risk-free return you are willing to give up to pursue alpha.