Portfolio Management

Franklin J. Parker, CFA, is the author of Goals-Based Portfolio Theory, published by Wiley. Last summer, I was...

Risk management is so simple a concept and so central to financial analysis that it feels...

Introduction Mortgage rates have doubled and tripled in some countries since 2021. So, why aren’t residential...

Through his examinations of how uncertainty influences asset prices, Nobel laureate Myron Scholes has helped revolutionize...

Factor selection is among our most important considerations when building financial models. So, as machine learning...

The legendary musician Prince exhorted us to “Party like it’s 1999,” but today, as a small-cap...

The rapid ascent of the federal funds rate from near 0% in 2022 to a 15-year...

For the past three years, I’ve written a monthly column for Canadian MoneySaver called “Portfolio Confidential”...

Until recently, emerging market (EM) equities were among the darlings of the investing world. And why...

For more on artificial intelligence (AI) in investment management, check out The Handbook of Artificial Intelligence...