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All About Alpha's Blog

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Investing in Renewable Energy’s Infrastructure

March 23, 2017 Comments (0)

As AllAboutAlpha’s readers likely know, in December 2015, in Paris, representatives of 195 countries adopted a framework for the mitigation of the effects of the emissions of greenhouse gases. The framework (known simply as the Paris Agreement) aims to confine the increase in global average temperature to just 2? CRead More

Foundation CIOs and the American Dream: A Conversation With Carnegie’s Kim Lew

March 22, 2017 Comments (0)

By Charles Skorina This month we focus on the venerable foundations of New York City and one of their most accomplished investment pros: Kim Y. Lew, chief investment officer of the Carnegie Corporation. We have an in-depth conversation with Ms. Lew on her career in foundation investing and the future of womenRead More

Nation-States and Block-Chains: Vying for the Cutting Edge

March 21, 2017 Comments (0)

Deloitte proposes that the Swiss Confederation has a key role to play in the continued development of blockchain. In a new whitepaper, Deloitte makes this case based on Switzerland’s “special position as a global innovation centre.” There are six sides to Switzerland’s position: its FinTech infrastructure; its start-up attractiveness; itsRead More

Commit to Quit: Habits for Successful Fund Managers

March 20, 2017 Comments (0)

By Diane Harrison What habit is as old as time itself? It has to be making all kinds of ‘do-better’ resolutions at the beginning of the year, only to see them falter before the birds start building their nests each spring. NBC News ran an article online in January discussingRead More

Citi GPS on the Infrastructure as Asset Class

March 19, 2017 Comments (0)

Citi Global Perspectives and Solutions (Citi GPS) has published a new white paper on the global need for infrastructure spending. The authors are: Jason Channell, head of EMEA Infrastructure Research; Elizabeth Curmi, Global Thematic Analyst; and David Lubin, head of Emerging Markets Economics. Channell et al contend that “now couldRead More

Private Equity Alpha and a Disappearing Act

March 16, 2017 Comments (0)

Kyle Welch, an assistant professor of accountancy at George Washington University School of Business, has issued an unusual challenge to two of the standard claims made on behalf of the private equity industry in a recent paper. Welch’s paper claims that “the alpha associated with private equity firms disappears afterRead More

Factor Investing And The Importance Of Market Cycles

March 15, 2017 Comments (0)

By Scott Opsal, CFA Director of Equities, The Leuthold Group The widespread popularity of smart beta ETFs demonstrates that factor-based investing has advanced from the province of academia to rank among the most popular investment strategies for institutional and retail investors. Originally of interest to researchers looking to test, andRead More

Looking at a Continent: Stress-Testing Banks and Insurers

March 14, 2017 Comments (0)

The European Central Bank’s financial stability review, published in November 2016, predicts “steady, but modest, euro area economic recovery, despite continued headwinds.” The review is designed to assist Europe’s policy making authorities by providing information about the bank’s microprudential and macroprudential roles, along with the risks and vulnerabilities of theRead More

Staying Private: A Contrary Push or a Weakening Pull?

March 12, 2017 Comments (0)

The number of public companies listed on U.S. exchanges peaked in 1996. Due to mergers on the one hand and de-listings on the other, factors far offsetting new initial public offerings, this number has fallen drastically since then, to less than half of peak. Part of the reason for thisRead More

6 Thoughts About the Alternative Credit Market

March 9, 2017 Comments (0)

BNY Mellon has put out a new white paper about the alternative credit market, that is, about debt funds and the space where they dwell. The paper looks at six points: macro background; investor demand; supply-side response; regulatory context; managerial difficulties; and the role of service providers. This precis willRead More