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Opinion

A new framework for value metrics

Ideas about how businesses generate value and which groups benefit continue to evolve. The Thinking Ahead Group argues there are four sets of stakeholders, and has metrics in mind for each.
Marisa HallDecember 8, 2017
Opinion

The long-horizon advantage defined

A long-term investor has an advantage that lies in the skill to identify divergences between price and value in markets, and the willingness to wait for a convergence to take place.
Liang YinSeptember 15, 2017
Opinion

Eight paths to long-term premia

When the Thinking Ahead Group looked into whether investors could be reasonably certain of a long-horizon premium, they found builders of value and savings whose costs are worth it.
Liang YinJuly 4, 2017
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