What Lies Beneath a Buyout: The Complex Mechanics of Private Equity Deals
Private equity (PE) buyouts are intricate financial maneuvers, often shrouded in complexity. By utilizing tiered acquisition structures and strategic vehicles, ... Read more
A Guide for Investment Analysts: The Prehistory of the US Markets
Before the Civil War, the US financial markets operated in a world far removed from today’s fast-paced trading floors. Auctions ... Read more
Balancing Innovation and Trust: Jason Hsu on Technology and the Future of the Investment Industry
I recently sat down with Jason Hsu, founder of Rayliant Global Advisors and chief economist of East West Bank, to ... Read more
From Darwin to Wall Street: A Rebuttal
This article is a rebuttal to Drew Estes’s “From Darwin to Wall Street: Harnessing Evolutionary Theory for Smarter Investments.” In ... Read more
Aging Populations Demand Urgent Pension Reforms: Are We Prepared?
The world is aging at a much faster rate than we previously anticipated, even 10 years ago. Following the pandemic, ... Read more
Escaping the Benchmark Trap: A Guide for Smarter Investing
Pim van Vliet, PhD, is the author of High Returns from Low Risk: A Remarkable Stock Market Paradox with Jan de ... Read more
The Tyranny of IRR: A Reality Check on Private Market Returns
Asset owners have dramatically increased their allocations to private markets over the past two decades, driven largely by a mistaken ... Read more
Research and Policy Center Top 10 Articles from 2024
In this Research Foundation book, edited by Alfonso Ricciardelli, CFA, and Philip Clements, CFA, practitioners introduce the key features of the ... Read more
Book Review: The M&A Failure Trap
The M&A Failure Trap: Why Most Mergers and Acquisitions Fail and How the Few Succeed. 2024. Baruch Lev and Feng ... Read more
A Guide for Investment Analysts: Working with Historical Market Data
Q: How far back does the US stock and bond record go? A: Good data series are available from the ... Read more