Valuing Insurance Firms
New research shows which relative valuation models are best applied to insurance companies.
Trade and Credit
A lagging consumer appetite, not a tight market for lending, is the main cause of the plunge in exports during the global recession.
The Value of an Invisible Guarantee
Better, more accurate disclosure of securitization transactions may help to reduce uncertainty about the value of financial institutions.
Can the Euro Be Saved?
Only radical action can solve Europe's sovereign debt crisis.
Wait and See, at a Cost
New research shows that investors may lose out on potential returns by waiting too long to capitalize on new opportunities, seeking assurance in others' taking the first risk.
Momentum Crashes
Hedge investment risk in momentum strategies by anticipating periodic momentum crashes.
Untangling Skill and Luck
Michael Mauboussin explains how to improve decision making — and outcomes — by understanding how both contribute to our most important undertakings.
Value Investing's Long Run
What the gradual turn away from modern portfolio theory holds for value investing.
What Do Financial Economists Have to Say About "Value"?
Why practitioners of value investing and academics who study it have more to learn from each other than they think.