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Open research questions in Financial Markets and Investment Strategies

357 unresolved questions extracted from the limitations and future-work sections of 4,004 Financial Markets and Investment Strategies papers in our library. Each links back to the study that raised it.

What the literature leaves open

  • The existing literature does not fully explain why households engage in so much margin trading despite the high borrowing rates. There is a lack of understanding of how leverage and leverage constraints affect the trading behavior of margin investors. The study aims to fill this gap by providing novel evidence on retail investors' margin trading behavior and its price implications.

    The Drivers and Implications of Retail Margin Trading · 2026 · DOI

  • The difficulty of validating assumptions outside the frameworks under consideration. The challenge of accurately recovering the magnitude and persistence of the conditional mean and volatility of consumption. The need to account for omitted variables in the cross-sectional pricing of the shocks to the consumption mean.

    Consumption in Asset Returns · 2026 · DOI

  • The lack of understanding of the stochastic process of consumption. The failure of standard methods to accurately recover the magnitude and persistence of its conditional mean and volatility. The need for a novel approach to address this issue.

    Consumption in Asset Returns · 2026 · DOI

  • further study of the sources of trading delays in OTC markets, - analysis of the impact of electronic platforms on trading delays, - investigation of the role of search models in understanding OTC markets

    Sequential Search for Corporate Bonds · 2026 · DOI

  • The conventional macro-finance view abstracts from the distinction between firms' cash holdings and debt. The paper identifies a gap in the literature by highlighting the importance of balance sheet liquidity in monetary transmission.

    Firm Balance Sheet Liquidity, Monetary Policy Shocks, and Investment Dynamics · 2026 · DOI

  • Large language models (LLMs) are increasingly used as user simulators, but their ability to reproduce evolving individual financial decisions remains unclear.

    Are LLMs Good Financial User Simulators? A Preliminary Study · 2026

  • Why do some NFTs sell at multi-fold premiums while otherwise similar tokens trade at discounts? Existing research on NFT pricing has documented average effects of intrinsic traits and wallet histories, but evidence on heterogeneous pricing mechanisms and on trading patterns associated with the observed premiums remains scarce.

    From Pixels to Provenance: Empirical Study of How NFT Valuation Evolves from Traits to Reputation · 2026 · DOI

  • While there is some existing literature on the connection between aggregate news sentiment and stock returns, volatility, and trading volume, the phenomenon of sentiment bias in cross-media news reporting has not been adequately studied yet.

    The Role of Financial News Sentiment Bias in Stock Market Information Asymmetry · 2026 · DOI

  • This work is trying to minimize universe look-ahead bias of a sample limited to the constituents of a universe.

    Quantitative Strategies and Liquidity Stress across Financial Crises: Evidence from U.S. Equities · 2026 · DOI

  • However, it remains unclear whether cryptocurrency investors behave irrationally in a similar way to emerging market investors.

    Why Do Investors Behave Irrationally in the Cryptocurrency and Emerging Stock Markets? · 2025 · DOI

  • Despite its growing importance, limited research examines how senior managers’ SI knowledge drives investment intentions.

    Does Sustainable Investment Knowledge Affect Investment Behavior? A Social Cognitive Theory Perspective · 2025 · DOI

  • However, the role of behavioral biases in shaping investment decisions remains a relatively understudied aspect.

    Unleashing the behavioral factors affecting the decision making of Chinese investors in stock markets · 2024 · DOI

  • for an institutional investing firm on behalf of its clients. A sell-side analyst writes investment reports for publication. A generalist is capable ofperforming analyses in a wide variety of industries. 8 hlARINU.5 J. BOUWMAN et al. 78. Now I’m quickly going to calculate 79. and uh 80. OK, container lines 78-80). topic profit margin the return on assets, by division the profit margin, of 6% (Analyst S13, ference between Bouwman’s rent one. task and the cur-

    How do financial analysts make decisions? A process model of the investment screening decision · 1987 · DOI

  • Traditional research methodologies are typ- ically limited to the analysis of well-defined, well-structured can be applied tasks, whereas protocol analysis ambiguous to the ill-structured, environment they dig through stacks of available information.

    How do financial analysts make decisions? A process model of the investment screening decision · 1987 · DOI

  • Further studies can examine the impact of negative public sentiment on stock price volatility in other industries. The role of social media in shaping public sentiment and its impact on stock prices can be explored.

    The Impact of Negative Public Sentiment on Stock Price Volatility: A Case Study of Qiaqia Food · 2026 · DOI

  • Previous traditional studies have mostly relied on linear assumptions to investigate the relationship between negative public sentiment and stock prices. The nonlinear mechanism by which negative public sentiment affects stock price volatility has not been fully explored.

    The Impact of Negative Public Sentiment on Stock Price Volatility: A Case Study of Qiaqia Food · 2026 · DOI

  • The study notes that changepoint detection is a challenging problem due to the complexity of the data. The paper identifies the need for a heterogeneous ensemble of changepoint detection methods. The study notes that the interpretation of changepoints is horizon-dependent.

    Changepoint detection in the cross-section of stock returns · 2026 · DOI

  • The paper suggests that future research should investigate the use of other machine learning techniques for changepoint detection. The study suggests that future research should examine the implications of changepoints for portfolio choice and risk control.

    Changepoint detection in the cross-section of stock returns · 2026 · DOI

  • The lack of a proper theoretical characterization of non-concave utility maximization problems with transaction costs. The need for a new perspective on the impact of transaction costs on investment decisions.

    Nonconcave Utility Maximization with Transaction Costs · 2026 · DOI

  • The bounds in equation (36) require careful selection of the exponent p < q < 1 with p/q < α < 1, but the paper provides no systematic procedure for choosing these parameters given specific transaction cost levels (θ₁, θ₂) and initial conditions (ẑ, ˆx, ŷ, ˆν) in practical applications.

    Nonconcave Utility Maximization with Transaction Costs · 2026 · DOI

  • Most studies have focused on traders' behaviours in the stock market rather than on individual investors' decisions to invest in mutual funds. Many studies analyse individual biases independently rather than collective behavioural factors affecting investor decisions.

    Behavioural Biases in Mutual Fund Investment Decisions · 2026 · DOI

  • The results from this research highlighted how behaviourial biases can have a huge effect on the decisions that investors make when selecting mutual funds. Although traditional recommendations tend to focus on financial education and literacy of investors, future solutions should extend beyond these conventional approaches to also include the psychological roots of behaviourial decision-making when it comes to investing. The following recommendations include forward-thinking ideas that will aid in reducing behaviourial biases associated with investing in mutual funds. 8.1 Behavioural Cooling Off Mechanisms Related to Investment Decision Making Investment platforms that are available today could implement mandatory “cooling-off” periods before certain investment actions are taken such as switching funds after having just experienced a very positive return for a short period or redeeming funds during periods of poor market performance. This period would give the investor time (a few minutes) to access historical returns of the fund or any other relevant market cycle/period data before making their final decision to switch funds or to redeem their investment. Therefore, the implementation of this type of mechanism should reduce behaviourial biases that are associated with changing one's investment behaviour based on recent performance (recency bias) and/or making rash decisions based on fear or panic due to the lack of clarity surrounding market volatility. 8.2 Financial Risk Score and Behavioural Risk Score Disclosures of risks in Mutual Funds typically show the amount of risk in financial terms (e.g. Volatility or Credit Risk); it is possible to include a behavioural risk score which highlights how likely it is for any given category of fund to trigger a number of behavioural biases. For example: Sector or Thematic funds will have a higher behavioural risk score because these funds tend to lead to more significant Herding Behaviours than Diversified Funds. © Author(s). This work is peer-reviewed, openly published, and permanently archived This article is openly accessible and reusable with proper attribution.

    Behavioural Biases in Mutual Fund Investment Decisions · 2026 · DOI

  • Evaluating the performance of focused mutual funds in India is challenging due to the lack of data and the complexity of the financial metrics used. Selecting the best-performing focused mutual funds in India is challenging due to the large number of schemes available. Evaluating both returns and associated risks is challenging due to the complexity of the financial metrics used.

    Performance Evaluation of Focused Mutual Funds in India · 2026 · DOI

  • Future studies can be expanded by comparing both Regular and Direct plans to examine performance differences over longer periods. Future studies can include other factors such as expense ratio, fund manager strategy, portfolio diversification, and additional risk-adjusted measures.

    Performance Evaluation of Focused Mutual Funds in India · 2026 · DOI

  • The study identifies a gap in the current literature on behavioural finance and investor behaviour. The research aims to investigate the influence of behavioural biases on investor behaviour in financial markets.

    Behavioural Biases and its Impact on Investment Decision- Making: A Review Based Analysis · 2026 · DOI

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357 open questions have been extracted from the limitations and future-work passages of 4,004 Financial Markets and Investment Strategies papers in our library. Each one below links back to the study that raised it, so you can read the original claim in context.

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