Jan 19, 2021 | Zolio Market Commentary
Remember when passive index investing in low-cost index funds was the be all and end all of retail investing? Those days are dead, and Catherine Wood’s Ark Investment Management killed them. How did the internet go from loving low-cost index funds to venerating one of the most active tech investors in the world? Strong performance is just part of the answer.
Jan 14, 2021 | Zolio Market Commentary
If you’re trying to get a job as a first-year analyst at an investment bank such as Goldman Sachs, knowing the fine details of financial mathematics and modeling isn’t really important. In fact, you don’t need to be an expert in finance at all–instead, you need this.
Jan 4, 2021 | Zolio Market Commentary
Sell-side analysis remains an important piece of the broader financial puzzle, with buy-side analysts still depending on–and paying for–reports on a variety of issues and topics relevant to their research. What does a sell-side report look like, and how is sell-side research changing?
Dec 29, 2020 | Zolio Market Commentary
Fees are often maligned and more often misunderstood. Fees are sometimes good, and low fees on mutual funds and ETFs aren’t always what the market needs.
Dec 21, 2020 | Zolio Market Commentary
Value investing isn’t dead yet, but it needs to evolve as the market learns to incorporate growth investing. How will analysts need to change the way they value companies to get the TSLAs of the future and avoid the NKLAs?
Dec 15, 2020 | Zolio Market Commentary
Fundraising for a startup is not like analyzing a publicly traded company, which is why financial professionals often specialize in one part of the landscape–and they tend to stay there. What are the differences and which is best for you?