Category Archives: Investment Topics

The Next Stage for Robo-Advisers

Randy Cass, CFA, thinks that the legacy of robo advisors will mean dramatic changes for the investment industry’s future. Read More

Posted in Economics, Investment Topics, News, Private Wealth Management | Tagged , , , , , , , | Leave a comment

Antti Ilmanen Describes a Harsh Winter for Expected Returns

AQR’s Antti Ilmanen sees three distinct investing scenarios in the future: Slow pain, fast pain, or 2008 all over again. What are investors to do? Read More

Posted in Investment Topics, News, Portfolio Management, Quantitative Methods, Risk Management | Tagged , , , , , | Leave a comment

Brexit Britain: Heading for a Variant of the Norwegian Model?

No country has ever left the European Union, and investment professionals are wondering whether the Brexit outcome will resemble a Norway model, a Swiss model, or something else entirely. Read More

Posted in Economics, Investment Topics, News, Speakers | Tagged , , , , | Leave a comment

Five Themes Shaping the Future for Financial Professionals

Virginie Maisonneuve, CFA, sees an explosive combination of forces at work on the investment industry, and has ideas for addressing them. Read More

Posted in Economics, Investment Topics, Leadership, Management & Communication Skills, News | Tagged , , , , , | Leave a comment

Muhammad Yunus on Merging Charity with a Business Engine

Muhammad Yunus says that empowering entrepreneurs can create social businesses to eliminate poverty. Read More

Posted in Alternative Investments, Economics | Tagged , , , | Leave a comment

Tomas Sedlacek at the Intersection of Economic Choices and Moral Values

Tomas Sedlacek discusses economics with a view that stands between practicality and politics, at the boundary between quantitative and qualitative. Read More

Posted in Economics, Investment Topics, News, Speakers | Tagged , , | Leave a comment

Raised Expectations, Lowered Rates of Return

Antti Ilmanen, a principal at AQR Capital Management, says everything is expensive because interest rates are at all-time lows. Read More

Posted in Investment Topics, News, Portfolio Management, Quantitative Methods | Tagged , , , | Leave a comment

Gleanings from Brexit: Recommended Links

A deeper understanding of the tensions that have driven ongoing clashes will be essential for investment professionals looking to adapt their approach to the global economy. Read More

Posted in Behavioral Finance, Economics, Investment Topics, Leadership, Management & Communication Skills, News, Speakers | Tagged , , , , , , | Leave a comment

What Can You Change For The Better?

The profession of investment management has developed through an iterative process that adapts approaches for new models, new mindsets, and new markets. Read More

Posted in Alternative Investments, Economics, Investment Topics, News, Speakers | Tagged , , , , | 1 Comment

Building a Valued Service Culture in Investment Management

Dan Ariely set out to remind the 300 investment professionals at this year’s European Investment Conference of two simple facts: Read More

Posted in Behavioral Finance, Leadership, Management & Communication Skills, News, Portfolio Management, Speakers | Tagged , | 2 Comments