Opinion
Perspectives, analysis, and commentary on the most pressing issues in finance and markets
Opinion
The Hidden Costs of Passive Investing Dominance
As passive investing has grown from challenger to incumbent, troubling distortions have emerged.
Markets
Why Traditional Risk Models Are Failing Modern Portfolios
Historical correlations and volatility assumptions no longer capture today's market dynamics.
Investing
The ESG Backlash: What It Means for Sustainable Investing
After ESG assets surged past $40 trillion globally, a political and intellectual backlash has forced a reckoning.
Business
The Psychology of Financial Decision Making
Understanding the cognitive biases that influence our financial choices can lead to better investment outcomes.
Economy
Federal Reserve Rate Outlook: What Markets Are Missing
Markets may be misreading the Fed's signals on rate policy direction.