The Song Remains the Same
Halfway through 2021, we would like to revisit some of the topics we have discussed during the past year
The Tides of March
In the middle of the first quarter an important trend underlying last year's volatile markets reversed. The investing environment of the second quarter could exacerbate that shift
Darwin, or Newton?
Value investing has struggled for the last few years. Can one of these legendary scientists shed light on the reason for its difficulties?
The Mother of All De-leveraging
Our world is facing a pandemic. Markets react. Will this episode resemble crises past?
Quant is Dead. Long Live the Quants
The nature is systematic investing is changing