We came across a bullish thesis on Fidelis Insurance Holdings Limited (FIHL) on Substack by Kairos research. In this article, we will summarize the bulls’ thesis on FIHL. Fidelis Insurance Holdings ...

As I've written repeatedly in recent months, the U.S. stock market is extremely overvalued, with an expected return over the next decade that is well below the rate of inflation. Bonds also appear to ...

Hedge funds would seem to be the answer. They specialize in opportunistically moving between various asset classes. In theory, they should easily outperform both stocks and bonds. Unfortunately, the ...

Portfolio analytics that incorporate relevant benchmarks is important, perhaps more so in TAA than elsewhere. Click to read.

What's the best way to sprinkle such stocks into your portfolio? Although numerous exchange-traded funds (ETFs) exist that offer direct and diversified exposure to foreign markets, one Vanguard ETF ...

Going by the average lifespan of companies in the S&P 500, incumbent firms are being disrupted much more rapidly, and new entrants are innovating quickly and knocking off stale incumbents.

Earth's climate has changed throughout history for numerous reasons, but an abundance of evidence shows modern climate change is driven by human behavior. There is no evidence the post's depiction ...

Here is a less punchy suggestion: “A diversified portfolio can have the same returns as a concentrated one, with less risk.” ...

Portfolio diversification is just the beginning. Once you're ready for more advanced investing strategy, consider these important approaches, techniques, and tools to take your investments to the next ...

As the portfolio manager attempts to outperform ... "Jack Treynor, Who Pioneered Modern investment Theory, Dies at 86." Subscription required.

However, Goodman Group accounts for almost 40% of the ASX 200 REITs index, and it rose 75% in 2024, thanks to excitement over its growing data centre portfolio. Meanwhile, the ASX 200 increased 7% ...

They call it the Freedom Trail. A line that snakes through Boston, a walking tour that takes in all the must-see locations where modern America began. Sure, at just two and a half miles it sounds ...