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Insights and Research
Wall Street
How to Actively Add Value
February 5, 2021
Joachim Klement, CFA and Preston McSwain
Maybe we just need to be more open – more transparent about our ability?
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Trillions of Influence
October 13, 2020
Preston McSwain and Elisabetta Basilico, PhD, CFA
Do investment influencers consistently add value?
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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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Every Year Can Not Be Good
September 15, 2019
Preston McSwain
Conditions are often out of our control and can change rapidly. Be prepared and stay broadly diversified. Don’t reach for returns.
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The Good Lehman Brothers Story
September 15, 2018
Preston McSwain
My Good Story from the inside as Managing Director on the day that Lehman Brothers fell.
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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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