Topic: Investing

Multicolored soap bubbles on a black background. Forecast / Investing

The Mechanics of How Social Media Turbocharges Asset Bubbles

Establishment media coalesces around a lone narrative, but online chatter hops between storylines, sometimes shocking traders

A castle with a moat Research Brief / Investing

The Moat That Keeps Complex Asset Strategies Profitable

Andrea Eisfeldt finds that hedge funds with infrastructure to execute sophisticated arbitrage crowd out less-expert investors

Row boat stranded on the beach at low tied Research Brief / Economy

The Relative Well-Being of Generations: An Explanation for Falling Interest Rates?

Doing worse than mom and dad is a drag on the entire economy

Chalkbaord illustration of a group of business people during a boardroom meeting Research Brief / Corporate Investment

The Role of Board-of-Directors Pay in Effective Corporate Investing

A model juggles who should suffer when a project goes awry; job market prospects of the CEO; and the quality of information shared in the boardroom

Illustration balance of risk and reward on a scale Research Brief / Stock Returns

The Strange Case of the Missing Stock Market Return

Investors in leveraged companies take on extra risk, but research indicates they see no offsetting return

Man using a laptop computer chatting with an intelligent artificial intelligence asks for the answers he wants. Feature / Investing

They’re Calling It the AI Bull Market

After launch of ChatGPT, swift reappraisal by investors

Woman with a laptop and smartphone Research Brief / Retirement Planning

Thinking Small Could Deliver Bigger Retirement Success for Gig Workers

Daily, weekly and monthly contribution schemes gauge behavior

Monochrome photo of Wall Street Research Brief / Investing

To Wall Street, There’s No Crisis Like a Banking Crisis

Tyler Muir finds that neither war nor deep recession darkens investor sentiment like sudden turmoil in the financial system

Research Brief / Investing

Treasury Securities Are Actually Cheap Sometimes

They don’t trade at an absolute equal to intrinsic value, despite their image as the world’s investment bedrock

Collage of trademark symbols Research Question / Investing

Underappreciated Investment Edge: Company Trademark Filings

Not part of financial reporting, trademark activity predicts stock returns

Vintage desktop calendar isolated on a white background. Research Brief / Bond Market

Unintended Consequence of Stale Corporate Bond Fund Prices Amid Fed Tightening

In wild markets, do the most dated prices actually reduce redemptions?

Illustration of a man cooking books in a pot Research Brief / Corporate Finance

Upside Earnings Surprise Issued Late: Signal of Possible Manipulation

Companies that take longer than expected to announce results may be buying time for accounting tricks

Bar and line chart Research Brief / Corporate Finance

What Drives LBO Fever? More Than Just Cheap Loans

Private equity investors weigh the total cost of capital — not just debt, but equity as well — when pursuing buyouts

An illustration that has interlocking chains to represent blockchain Research Brief / Currencies

What Happens to Pesos When Dollars Go Digital?

As major central banks adopt digital currency, emerging countries will feel mixed effects

A graphic illustration of the stock market Research Question / Markets

What Limited Attention Does to Efficient Market Theory

Stocks don’t react to news immediately because, well, we’re human

Lehman Brothers building on September 15 Research Brief / Investing

When Financial Intermediaries Sneeze, These Assets Catch a Cold

Some investment vehicles are more reliant than others on the health of trading firms