Articles in - Month: August 2019

Three Mindsets of Great Investing Teams

Culture reflects the mindset of a firm. The mindset is the set of attitudes that the firm holds. Firm culture, then, is the firm’s collective set of attitudes. So what sorts of mindsets correlate with investment success and better decisions? The overarching answer —...

The Fed Has Few Options, Says Danielle DiMartino Booth

Danielle DiMartino Booth does not hold the US Federal Reserve in high regard. At the 2019 CFA Institute Seminar for Global Investors, the Quill Intelligence CEO and chief strategist called the central bank one of the most unproductive institutions on the planet....

How Painful Can Factor Investing Get?

More commentary from Nicolas Rabener is available at FactorResearch. Sign up for a free email subscription and have the latest research delivered to your inbox.  Seeking Diversification through Multi-Factor Products Investors have flooded into multi-factor...

Status Anxiety Or: How Our Neighbors Make Us Worse Investors

The French philosopher Jean-Paul Sartre’s wonderful play No Exit, or Huis Clos in the original French, culminates in the famous exclamation “L’enfer, c’est les autres” — “Hell is other people.” The expression doesn’t mean that other people make our lives...

The Libra Project: A Timely Wake-Up Call?

Facebook’s Libra project has attracted enormous attention, not all of it positive. Some of the deeply critical reactions were on display recently when Libra representative David Marcus appeared before the US Senate Banking Committee and the Financial Services...