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The Research Puzzle postings

Questions about the Dominance of Indexed Strategies 03/28/22 The Research Puzzle

A profound change has taken place in many portfolios that are supposed to produce alpha, from a focus on finding the best individual holdings to an environment in which many are “agnostic to security-level information.”
Addressing the Culture Gap 01/26/22 The Research Puzzle

Every industry has its own ways. To what extent can those in the investment world learn from other kinds of organizations (and the research about them) as a means to continuous improvement?
The Elusive Full Market Cycle 01/18/22 The Research Puzzle

Certain phrases are used frequently by investment organizations and yet are not clearly defined or put into practice as advertised. Here’s one example.
The ESG Juggernaut and Points of Pushback 11/26/21 The Research Puzzle

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.
Forces in the Ecosystem 11/09/21 The Research Puzzle

Segmentation, aggregation, migration, popularity, order, and disorder are constantly at work, altering opportunities and risks in the prices of assets and the fortunes of market players.
The Problem of Overconfidence in Investment Practice 10/23/21 The Research Puzzle

“Fake it till you make it,” they say, but fostering promotional conduct rather than an open examination of the issues at hand is a significant problem in many investment interactions.