We may be reaching a peak in productivity growth as experienced baby boomers retire and are replaced by less experienced workers who will nevertheless be in high demand
Aug 06, 2017
The two key tenets of modern portfolio theory, taught at every university around the world, are that investors hold well-diversified portfolios and that in this setting the only risk that matters is beta risk (volatility-based risk).
Jul 13, 2017
Those who bash actively managed portfolios often lack a good understanding of what active managers do
Jun 11, 2017
How real is reported underperformance of active managers?
May 16, 2017
A look at their impact on the real economy
May 02, 2017
Excess supply creates downward pressure on the spun-off unit’s share price, allowing an investor to enter the stock at a depressed price. But how is this?
Apr 03, 2017
Structural changes may be challenging investors’ belief that profit margins are bound to revert to their long-term average
Mar 19, 2017
The signals are decidedly mixed when one looks beyond heady valuations
Feb 14, 2017
The end of the bull market in bonds has nothing do with Donald Trump’s election and more to do with demographics
Jan 12, 2017
Recent investments in Apple and airlines suggest someone with a different view is making investment decisions now
Dec 25, 2016
George Athanassakos is a finance professor and holds the Ben Graham Chair in Value Investing at the Richard Ivey School of Business, University of Western Ontario.