Basics of FX Carry: Part 1 of 3
FX, RATES
Basics of FX Carry: Part 1 of 3

Trade wars portend currency wars and FX volatility. For investors with foreign stock or bond exposure, it’s a good time to review the role of FX returns, in particular the effect of FX carry.

Apr 04, 2018
How Amazon Can Blow Up Asset Management
EQUITIES
How Amazon Can Blow Up Asset Management

Amazon’s home page is arguably the most valuable real estate in the world. What happens if that page offers an ASSET MANAGEMENT tab?

Mar 02, 2018
What if Higher Risk Leads to Lower Returns?
EQUITIES
What if Higher Risk Leads to Lower Returns?

Does it pay to be a buy-and-hold investor in equities? The evidence raises awkward questions.

Jan 29, 2018