Topic: Investing

Composite image of stock charts overlaid on an image of a laptop Research Brief / Investing

Banks Rent Out Their Balance Sheets — So Derivatives Cost More

Even before Dodd-Frank rules, the costs were significant

High speed view in a tunnel Feature / Investing

At Last, the Momentum Investing Puzzle Solved?

The simplest explanation — “I can’t believe you know something I don’t” — may trump all the rest

Aerial view of Los Angeles at sunset. Research Brief / Global Warming

Assessing Climate Disclosure as U.S. Drops Scope 3 Requirement

What emerges is a fragmented view of corporate contribution to global warming

Graphic of investor leisurely sitting in front of an investment terminal reading a book Research Brief / Investing

As Passive Investing Spreads, Overall Market Becomes Less Competitive

Active investors take up some — but not all — of the slack created by index funds

A lone red char in empty office. Research Brief / Investing

As Concentrated Shareholder Ownership Rises, Wages and Employment Suffer

Where big investors gather, corporate wealth is reallocated away from workers

Illustration of US dollars stacked Feature / Retirement Planning

Are Americans Really Annuity-Averse? Clear Thinking on Retirement Income

A monthly check, not just a pile of cash: Studies demystify the instruments too few are using

Six office workers seen talking and performing various tasks Research Brief / Finance

Adapting Value Investing to the 21st Century

Including intangible assets in book value vastly improves the strategy’s returns

A black and white illustration of a wave made of 100-dollar bills Research Brief / Investing

Across 145 Years and 17 Countries, a Common Thread in Risky Credit Booms

Do investors misprice assets, revise their risk appetite or make some other misjudgment?

A person looking a computer screen with stock ticker Research Brief / Stock Returns

A Tool for Finding Mispriced Stocks

Less sophisticated investors reveal their sentiment in certain trades, and a 20-year study measures it company by company

Visual illustration of data Research Brief / Investing

A Solution to the Debate over Momentum’s Cause?

Investors may underreact when information arrives in small, continuous bits

Research Brief / Corporate Investment

A Skeptical Board Can Protect Shareholders From an Empire-Building CEO

Director expertise disciplines CEO into providing better information

A color photo of four catcti with a cactus blossom on the end at right. Research Brief / Taxes

A Simplified Tax Code and Post-Communist Growth

Study suggests flat tax systems boosted GDP in former Soviet republics and satellites

High angle blurred view of pillars forming green dollar sign Research Brief / Investing

A Different Way to Evaluate Private Equity Performance

An approach tailored to investor risk appetite and more comparable to stocks

Illustration of bond certificates as a boat in the ocean filled with water Research Brief / Bond Market

A ‘Safer’ Treasury Bond

The government’s floating rate notes feature an added measure of security: higher interest earnings in times of rising rates

A metal trash can containing four wadded up pieces of paper Research Brief / Investing

46 Possible Stock Market Strategies from Academics Get a Retest

We won’t call it debunking, but not all investing tips hold up

A folded paper fortune teller gsme with good news written on one flap and bad news written on another in black lettering. Research Brief / Debt

What Investors Infer From External News And Management Silence

Uncertainty about outside news alters company disclosures and how markets interpret them, study finds