Topic: Investing

Earnings statement Research Brief / Wealth Inequality

Largest Firms’ Stock Gains Skew Big Picture on Worker-Owner Income Division

Wage earners get larger (relative) share at smaller companies, not at giants like Apple, Alphabet and Amazon

Stack of papers in folders Research Brief / Home Mortgages

Clues to the Market When Mortgage Originators Delay Securitization

With high-quality borrowers hard to judge from afar, Alt-A market offers quiet signal on creditworthiness

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

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

Payday Loan office facade Research Brief / Debt

Sensitivity to Debt Type Predicts Financial Health

Research reveals that those wary of payday loans tend to manage their finances better

Meeting in a boardroom Research Brief / Gender Gap

You Have Women on Your Board? Gender Inequality and the Choices of Foreign Fund Manager

How investment data and country rankings correlate on treatment of women

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

LED stock market ticker Research Brief / Stock Returns

Low-Quality Earnings: The Uncoupling of Stock Price from Fundamentals

Studying Chinese A and B shares reveals investor uncertainty

Illustration of two dice Research Brief / Investing

You Call That Fun? Why Individual Stock Investors Bother

Avanidhar Subrahmanyam studies how some investors’ gambling mentality affects share prices

Monochrome picture of children cheering Research Brief / Investing

When Younger Investors Overreact to News, Others Feel It

Inexperienced investors, lacking historical context, impact markets

Closeup shot of newspapers Research Brief / Finance

Does Big News Drown Out Corporate Earnings Disclosures?

Henry Friedman’s research finds, surprisingly, that major economic news actually heightens attention paid to company announcements

Chinese investors having a discussion Research Brief / Investing

In China, Big Investors Have Brilliant Timing ― Or Do They Know Someone?

A scan of a million brokerage accounts finds the wealthy trade ahead of market-moving news

Illustration of a balance Research Brief / Investing

How Very Small Stocks Skew Investing Wisdom

Well-known market anomalies are largely absent among the biggest stocks

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

Illustration of a man stressed by laptops, smartphones Research Brief / Investing

How Tech’s Disruption Alters Investors’ Appetite for Risk

New technology’s upending of the old creates demand for alternative assets to offset risk

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