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Topic: Investing

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 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

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

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

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

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

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

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

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

Research Brief / Entrepreneurship

Borrowings Suggest Small Company Owners Face Higher Risk

Analysis uses business credit card loans to gauge market perception

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

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

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

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 of two men talking Research Brief / Investing

Do Fair Disclosure Rules Lead to More or Less Information?

Managers, forced to inform a broader audience, choose not to gather information even for themselves

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