Investing

Smart(er) Investing: How Academic Insights Propel the Savvy Investor. 2019. Elisabetta Basilico, PhD, CFA, and Tommi Johnsen, PhD, Palgrave Macmillan. Editor’s Note: The reviewer and the primary author of the…

It’s been said that people don’t become wiser with age, they just become “more so” Whatever we did well — and more importantly, whatever we did poorly — is magnified….

Active Investing in the Age of Disruption. 2020. Evan L. Jones. John Wiley & Sons. Aggressive central bank intervention and accelerating innovation have increased the difficulty of generating alpha from…

At the end of the Trojan War, Odysseus sets sail to return to his family, his wealth, and his kingdom on the Greek island of Ithaca. The journey should have…

Advances in Retirement Investing. 2020. Lionel Martellini and Vincent Milhau. Cambridge University Press, Elements in Quantitative Finance Series. This is an essential source for cohesive retirement investment strategies based on…

This International Women’s Day we all need and deserve some upbeat, inspiring, and enriching stories. After all, a lot has happened since 8 March 2020. My 2021 research paper “Hear…

Gender lens investing (GLI) is a thematic environmental, social, and governance (ESG) strategy that is inspired by women in leadership (WIL) and related gender equality criteria. The primary publicly traded…

By now, everyone has seen the headlines. The revolution has started. GameStop’s stock price was suddenly, artificially sent soaring. A once-mighty videogame retailer whose prospects had been laid low by…

Introduction Ted Theodore first wrote about value versus momentum stocks way back in 1984, but almost 40 years later, there still is no real consensus among investors or academics on…

Last month, I had the privilege of participating in a lively podcast discussion with two fellow women in investing, Jane Barratt, who serves as chief advocacy officer of the fintech…