What We Do
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Who We Are
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Insights and Research
Forecasting
Recessions – What Should Investors Do?
July 12, 2022
Preston McSwain
The evidence may surprise you.
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Should We Be Tactical?
December 20, 2021
Elisabetta Basilico, PhD, CFA and Preston McSwain
We should be open and humble about our tactical ability to add value.
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Stats About Statistics
August 13, 2021
Joachim Klement, CFA and Preston McSwain
Never be too sure about anything.
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Fallible Forecasts?
October 14, 2019
Maneesh Shanbhag, CFA and Preston McSwain
With so much evidence against the use of forecasts, why do investors listen to them? Maybe the best investors don’t.
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Holiday Colors
December 24, 2018
Preston McSwain
Investment professionals and financial commentators are not immune.
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Why We Don’t Make Forecasts
April 4, 2018
Preston McSwain
How many times did the Wall Street consensus predict a market drop? "A spectacular zero."
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