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Are there lasting benefits from changes to capital raising regulations?

Temporary changes to capital raising regulations during the pandemic gave companies easier access to capital. The changes had a lasting impact on company behaviour though, to the benefit of retail investors.

Through the looking-glass: what counts is not tied to an index

Much investing is misguided by spurious measurement fixations. What really counts in the long run is authenticity, resonance and imagination rather than sticking to index weights and short-termism.

Failed IPOs show power of active vigilantes

Equity market vigilanties, particularly resisting poor Initial Public Offerings (IPOs), are showing the benefits of active managers not simply buying everything put in front of them.

Irrational exuberance in growth versus value

If you had to choose between investing in the bright future of a high-tech, disruptive stock or a consistent, old-economy stock, which would you prefer? It comes down to what you expect in return.

Piketty's best seller: Bleak House, not Balzac

Thomas Piketty’s 'Capital in the Twenty-First Century' stunned the publishing world when it reached number one on the Amazon best seller list. What lessons for today can we learn from Dickens, Austen and Balzac?

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