In January last year PJM forecast 1.4% annual demand growth for electricity over the next decade. Two months ago, they raised this to 2.4% over their ten-year planning horizon.
In this episode, we are joined by Jack Shannon, Senior Analyst at Morningstar, to discuss the dynamics of active equity management, portfolio construction, and the importance of downside protection in long-term investment success. Jack shares his insights on various topics, including:
In this episode, we are joined by Jack Shannon, Senior Analyst at Morningstar, to discuss the dynamics of active equity management, portfolio construction, and the importance of downside protection in long-term investment success. Jack shares his insights on various topics, including:
Much like the Las Vegas Hotel on the Strip that appears to be right next door, investors are discovering in 2024 that interest rate cuts are farther away than they seem.
Much like the Las Vegas Hotel on the Strip that appears to be right next door, investors are discovering in 2024 that interest rate cuts are farther away than they seem.
Following several years of strong issuance of convertible securities, many investors are digging in to learn more about the unique characteristics of an instrument...
The US Energy Information Administration (EIA) released its Short-Term Energy Outlook (STEO) last week. It confirmed the current trends of increased production, improving mix and declining CO2 emissions.
Join Chris Schindler, a seasoned quantitative hedge fund manager, as he delves into the intricacies of portfolio construction for the future, highlighting challenges in benchmarking and changing market dynamics.
For months, investors have been scaling what feels like an endless wall of worry. Each concern that gets resolved seems to spawn new uncertainties, yet the market has continued its relentless climb higher.
We’ve lived this movie before. Last August, AAII bullish sentiment struck a 52-week high right before the Fed launched its September rate cutting cycle.
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