All of these postings are freely available. Please share them with others. If you have comments or questions, send them via email. (They will not be published.)

Categories


For description of the categories, see the Subscribe page.

All postings
Individual Categories Asset Owner Asset Manager
Due Diligence Investment Advisor
Learning Curve The Research Puzzle
Fortnightly
     
(The categories Charts and Market Stories are currently inactive, but previous postings are available in the archives.)

Sampler postings

Reposting: Ten Charts and Some Questions 01/02/22 Sampler

With 2021 coming to a close, it’s time to look back (sometimes way back) at how some pieces of the investment puzzle have performed, and to pose a few questions.
Reposting: The ESG Juggernaut and Points of Pushback 12/05/21 Sampler

This posting outlines key areas for debate regarding the predominant investment issue of the day. In many organizations, these considerations and the uncertainties surrounding them have not been adequately addressed.