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Investment and Assets

Distress Investing: A Tale of Two Case Studies

With recession forecasted in many economies this year or next, distressed...

SEC Scrutiny of ESG-Related Disclosures: What to Expect

Taking nonfinancial information into account when conducting financial analyses is not...

Digital Asset Markets: Five Important Themes

Digital assets have had a wild ride over the last year....

Do Sentiment Metrics Matter to the Markets?

Consumer spending accounts for almost 70% of nominal US GDP. As...

ChatGPT and Large Language Models: Six Evolutionary Steps

The evolution of language models is nothing less than a super-charged...

Active vs. Passive Revisited: Six Observations

Two institutional managers I know — one at a Fortune 500...

Public Debt: Four Ways to Deleverage

“There are these people who think we don’t have to take...

Quant Screening: Three Questions for Investment Managers

Evaluating investment managers is a challenging endeavor. Why else would asset...

Mindy Lubber: A Sustainability Story

After a long hiatus, The Sustainability Story podcast from CFA Institute...

A US GDP-Weighted Index? | CFA Institute Enterprising Investor

Index fund investors have various choices when selecting the weighting style...

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