Stock Markets Are Increasingly Irrelevant Economics, Equities Stock markets are less about investing and more about collecting rents these days, Tim Hodgson of TAG says. He questions whether the distinction between public and private will survive with the rise of blockchain technology. Read More
Real Estate Debt Better Than Equity Fixed Income & Credit, Real Estate From a macroeconomic point of view, real estate debt looks better than real estate equity, PGIM CEO of Real Estate, Eric Adler, says. Read More
In Search of Temperament IV Behavioural Finance, MarketFox In this fourth post on investor sentiment, we’ll consider self-awareness and self control. Jim Paul’s life story and the lessons that he learned will be our guide. Read More
The True Cost of Divesting ESG, Risk and Regulation As part of his growing interest in climate change, GMO’s Jeremy Grantham researched what effect divesting the entire energy sector would have on a portfolio. Read More
The Pain Premium Asset Allocation & Strategy, Behavioural Finance Could the discomfort an investor feels for holding certain positions be the reason why certain factors don’t get arbitraged away – a pain premium of sorts? Read More
Hayne’s Roadmap to Governance Editorial The Hayne’s commission’s final report not only contains misconduct, but it also provides a nice roadmap for what it deems proper governance for super fund trustees. Read More
Tesla Model 3 is Brilliant Asset Allocation & Strategy GMO’s Jeremy Grantham says his new Tesla Model 3 is brilliant, but also has some suggestions for improvement. Read More
Fintech – Beyond the Buzzwords Asset Allocation & Strategy, Innovation Despite all the hype, current developments in Fintech will lead to some pretty significant changes to the investment industry and the global economy, Pranay Gupta says. Read More
An Ode to Crowding Equities, Factors, Quant & Systematic, Risk and Regulation Investors should learn to love crowding, Wells Fargo’s Wai Lee says. Read More
![Wouter Klijn, Director of Content at the Investment Innovation Institute [i3]](https://i3-invest.com/wp-content/uploads/2018/07/Wouter-Klijn-680-679x430.jpg)
