Topic: Investing

Women in front of a stock ticker board Research Brief / Trading

Chinese Investors Learn about Derivatives the Hard Way

An analysis of warrant trading reveals individuals’ poor grasp of complex securities

FDIC logo on a window Research Brief / Banking

Calculating a Value for the Government Support Banks Enjoy

Researchers’ model could quantify the risks in the growing movement to ease up on Dodd-Frank regulations

Road marking - One Way with snow Research Brief / Investing

Bringing a Sharper Focus to the Study of the Decline of Investment Diversification

Research measures the impact of global economic factors on returns

An angled photo of brick building storefronts Research Brief / Entrepreneurship

Borrowings Suggest Small Company Owners Face Higher Risk

Analysis uses business credit card loans to gauge market perception

Illustration of a man weighing two balances Research Brief / Retirement Planning

Behind the Annuity Conundrum: The Belief They’re Unfair

Researchers find little commonality among haters of the difficult-to-sell retirement products, except when discussing fairness

Illustration of a man looking at a carrot while a magnet opens his head Research Brief / Nudges

Behavioral Economics: Are Nudges Cost-Effective?

A team of experts makes the financial case that governments should spend more on nudging

A cityscape at sunset overlaid with a grid of lighted network Research Brief / Banking

Banks Transmit Financial Shocks, Including from Natural Disasters

How a localized flood may result in fewer loans to a far-off community

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

Group of people standing in queue to board airplane. Research Brief / Competition

Airline Shareholders Were the Big Losers from Deregulation

Consumers, on the other hand, gained in good times and bad

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?