FMP
How to Detect Style Drift in Mutual Funds Before It Hurts Your Returns
According to a study co-authored by Morningstar analysts, approximately 14% of individual U.S. mutual funds were significantly misclassified during the period of 2003-2015, often without investors not...
Capturing ETF Flows as the Ultimate Early Signal for Capital Rotation
Money flows speak louder than analyst notes. While traditional valuation models fixate on historical financials, real-ti...
How to Calculate Post-Fee Alpha & Predict Manager Skill: Mutual Fund vs. Active ETF Due Diligence
An overwhelming 86% of active U.S. large-cap equity funds underperformed the S&P 500 over the past 10 years, according t...
How to Hedge Inflation Risk: A Commodity & FX Strategic Playbook
Inflation is an aggressive wealth tax that eroded half the real value of the S&P 500 during the 1970s stagflation crisis...
Central Bank Divergence: Spotting Global Opportunities
When central banks move in opposite directions, capital follows. Divergence in monetary policy is not merely a techn...
Inflation's Tax: How Rates Elevate the Cost of Capital
The assumption that debt is perpetually cheap has been proven fatal to leveraged growth strategies. For the CFO, the new...
Rate Hikes and Equity Valuations: Quantifying the Sensitivity
Even a 1% increase in the risk-free rate can sharply compress DCF valuations — particularly for growth portfolios where ...
How Oil Price Volatility Impacts Airline Stocks: A Data Walkthrough
In 2008, when crude oil prices surged above $140 per barrel, billions were wiped off airline valuations in weeks. While ...
Correlation Breakdown: Why Commodities Stop Tracking Equities in Crises
The diversification you count on can disappear when you need it most. Investors count on commodities to diversify equity...
Coverage Ratio Formula: A Practical Guide for Analysts
Understanding a company's solvency—its long-term ability to meet its financial obligations—is a cornerstone of sound fin...