Category Archives: Equity Investments

Navigating An Experimental Economic Environment

Our generation of investors must navigate an anemic global economy that was inconceivable only a few years ago, unmoved by zero interest rates and bursts of experimental monetary policy. Mark Harrison, CFA, has identified key presentations to help professionals chart a path forward. Read More

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Where Should Analysts Look for Unique Insights? Beyond Company Management

James J. Valentine, CFA, says that three components must be combined to provide equity analysts with unique insight. Read More

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Hideous Opportunity Sets and Foie Gras Markets: Observations from James Montier

James Montier combines vivid imagery with blunt commentary on investor behavior, and the markets have given him a lot to talk about. Read More

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Fear of Investing in Africa Is Losing You Money

Africa has 15% of the world’s population but controls less than 3% of global GDP. A trio of investment pros make the case that as Africa catches up opportunities will abound for investors. Read More

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The Fallibility of Efficient Markets Theory

Paul Woolley, a senior fellow at the London School of Economic and Political Science, neatly made the case that it’s long past time for professional investors to set aside the Efficient Market Hypothesis as the basis of most asset management strategies. Read More

Posted in Archives, Behavioral Finance, Equity Investments, Portfolio Management, Risk Management | Tagged , , | 8 Comments

Enhanced ESG Disclosure and Long-Term Investing in Europe (Video)

Steve Waygood, chief responsible investment officer at Aviva Investors, explains the European Commission’s adoption of a proposal to enhance business transparency on environmental and social issues and the implications for long-term investing. Read More

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Mapping the Exchange-Traded Landscape with Deborah Fuhr

Deborah Fuhr, co-founder of ETFGI, has been tracking shifts in the landscape of exchange-traded products as part of her firm’s monthly reports on the industry. Read More

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Perspectives on Equity Investing from John Chatfeild-Roberts

Financial media closely follow the investment decisions made by John Chatfeild-Roberts. He’ll be sharing his insights at the Sixth Annual CFA Institute European Investment Conference. Read More

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Helena Morrissey on Diversity Driving Company Performance

Helena Morrissey says a diversity of perspective can improve company performance, but it must be developed internally, not imposed externally. Read More

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