After nearly two years of high interest rates, investors are anticipating rate cuts in the coming months. The transition from…
Browsing: Fund News
Does gold hedge inflation? On average the answer is no, empirically speaking. But gold’s relationship with inflation is complicated, making any blanket statement…
Investment advisors may be overestimating the risk of equities for longer-term investors. We analyzed stock market returns for 15 different…
A Wealth of Well-Being: A Holistic Approach to Behavioral Finance. 2024. Meir Statman. John Wiley & Sons. In A Wealth…
A broad segment of the industry invests based on established factors such as value, momentum, and low-risk. In this post,…
It is widely understood that psychological factors such as perceptions and herd mentality can significantly influence stock market dynamics and…
Perception does not always match reality. We suspected this may be the case when it comes to the widely held…
The relationship between capitalization rates (cap rates) and interest rates is more nuanced than first meets the eye. Understanding their…
Private markets’ meteoric growth since the Global Financial Crisis has attracted the attention of regulators around the world, some of…
My Value Creation Journey: An Autobiography of My Work. Bartley J. Madden. 2023. Bartley J. Madden Foundation. My Value Creation…