Category Archives: Investment Topics
A Brexit Is a Lose–Lose Proposition
If the United Kingdom withdraws from the European Union (EU), everyone stands to suffer. Read More
Overcoming the Economic God Complex
How can economic forecasters improve when they have little incentive to do any better? Behavioral economist Tim Harford thinks financial professionals need help overcoming a God complex. Read More
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
4 Lessons from Iceland for Surviving a Financial Crisis
Halla Tomasdottir cofounded Audur Capital in the year before Iceland’s massive financial crisis. She credits the survival of her firm to four key values. Read More
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
Economic Activism: Europe’s Struggles with Monetary and Fiscal Policy
When monetary policy is activist and fiscal policy is gridlocked, overturning decades of precedent, how can investment professionals adapt? Read More
The Irrational Mind and Saving for the Future — How can Advisers Help?
Professor Dan Ariely believes the financial profession has an opportunity to reinvent itself, addressing cognitive biases in a way that can be beneficial for advisers and their clients. Read More
Thinking Like Your Clients: Goals-Based Performance Analysis
At the 2014 European Investment Conference, Stephen Campisi, CFA, head of institutional thought leadership at US Trust, presented goals-based performance analysis as a radical departure from the usual attribution approach. Read More
Are Currencies a Standalone Asset Class for Investors?
Tarun Ramadorai, professor of finance economics at the Saïd Business School, argues that currencies are increasingly seen as a standalone asset class for investors to consider as they build their portfolios. Read More
What Is Next for Bond Yields?
Steven Major, CFA, global head of fixed-income research at HSBC, explained that a year ago his team was criticised for predicting long term government yields 1% lower than market consensus. He wished he had been wrong, but today, the term premium on long-end US bonds is negative. Read More
