A mutual fund is a collective investment that pools together money from various investors, in order to buy multiple securities, such as s...

According to Warren Buffett, a crucial aspect of identifying superior investments involves seeking out companies with sustainable...

Market volatility describes the magnitude and frequency of the degree of variation or fluctuation in the price of...

Duration is a measure used in bond markets to calculate the efficiency of a bond or portfolio and to...

The information ratio (IR) is a performance measure used to assess the risk-adjusted return of a portfolio...

The Calmar ratio, originating from Mr. Terry W. Young in 1991 in the United States under the company...

According to Warren Buffett, a crucial aspect of identifying superior investments involves seeking out companies with sustainable...

Investors and financial analysts employ a variety of ratios to assess the performance of their investment portfolios...

he all-weather portfolio is a type of lazy portfolio. This term is used to define a portfolio characterized by a fixed asset allocation...

In the complex world of finance, understanding how different asset classes perform under varying economic conditions is a key...

Whenever you invest in foreign equity, you are also making an implicit investment in a foreign currency as well...

In the dynamic world of finance, hedge funds stand out as enigmatic entities that captivate both investors and curious minds alike. These...

Let’s imagine a financial institution who sells options or other derivatives on an OTC market, they could buy the same options...

European and American equity markets present an interesting duality: while it is true that the market cap of the US equity market...

For individuals first approaching the financial world, one of the first concepts encountered is the Sharpe ratio...

Additional Tier 1 (AT1) bonds are debt instruments issued by large European financial institutions...

One of the best-known investment methods within the bond and money markets is the carry strategy, which....

The ARK Venture Fund, ticker XARKX, is an actively managed fund which seeks to offer access to an illiquid market such as Venture Capital...

Ark Innovation is Cathie Wood’s main actively managed ETF that, in the fund’s words, «seeks long-term growth of capital» and «seeks to...

In the autumn of 1987, more precisely on October 19th, the world witnessed the unfolding of the first contemporary global financial crisis..