CFA Institute Blogs
Continued central bank accommodation and a growing consensus that global economic conditions may be improving have combined to push equity indices higher at the start of the year. As we enter the heart of earnings season, investors will undoubtedly be looking for confirmation from the corporate sector. Time will tell if the recent rush of enthusiasm on the part of investors will be rewarded. Read more
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Although certain passages of this book are specific to South Africa’s economy and markets, it has broad applicability beyond that country’s borders. A true renaissance man, author Franco Busetti renders the arcana of markets and modern portfolio theory accessible to both the novice investor and the experienced practitioner. Read more
Leave a Comment“Asset management companies are in a terrible position at the moment,” Paul H. Smith, CFA, managing director, Asia Pacific at CFA Institute, said in a recent interview with Asia Asset Management. “They’re squeezed on the income side, and they’re squeezed on the cost side.” Read more
Leave a CommentSebastian Dovey explains the importance of a deeper understanding of the client, the implications of the digital revolution, the cross-cultural influences on client profile, and how these dynamics will shape the future of the wealth management industry. Read more
Leave a CommentIn a presentation at the India Investment Conference, Roger Urwin, global head of investment content and advisory director at Towers Watson, reviewed the three challenges of investing that have been intensifying in recent times. Read more
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Which influential investors should diligent equity investors follow? Should you be following anybody? Read more
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Eric Bennett, CFA, chairman and CEO of Tolleson Private Wealth Management, shares his top 10 tips for manager search and selection. Read more
Leave a CommentCampbell Harvey discusses the limitations of quantitative easing in today’s macroeconomic environment. His analysis has implications for the role of commodities, specifically gold, in a diversified portfolio. Read more
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The population explosion is almost over, with fertility below the replacement rate in many advanced countries and rapidly declining in most developing countries. In the next half century, economic growth will be robust, especially in developing countries, and will increase world wealth dramatically. These factors will make it easier, not harder, to preserve the natural environment and avoid resource shortages. Investors should focus on natural resources and other industries that will benefit from these trends. Read more
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Sam Lum, CFA, rounds up his favorite articles on portfolio management from 2012. Read more
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