Depending on who you talk to, or which articles and headlines you read, the responses run the gamut. Here’s a quick summary of some of the most recent research on how presidential politics impacts equities. Read more
6 CommentsAugust 2012
In a poll conducted earlier this week, we asked readers whether the state of the global economy warrants the purchase of gold or gold stocks. It looks like professional investors are split right down the middle. Read more
6 CommentsChris Douvos of Venture Investment Associates speaks about the evolution of the venture capital industry. Read more
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Finance professor Amir Sufi of the University of Chicago Booth School of Business argues that the severe U.S. recession and Europe’s ongoing economic woes can best be explained as aggregate demand and leverage problems that cannot be effectively treated through monetary policy initiatives alone. Read more
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Jason S. Scott examines the value a U.S. household can extract from better Social Security decisions and compares that value with the potential gains from traditional investment alpha. Read more
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A seemingly endless battle is waged between believers in the efficient market hypothesis, such as Eugene Fama, and believers in behavioral finance, such as Daniel Kahneman. Regardless of your perspective, an analysis of the S&P 500’s history of sigma events provides an interesting field for the battle to be waged. Read more
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Over the past couple of weeks there have been lots of compelling articles for financial advisers. Here are some of my favorite reads in case you missed them. Read more
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This well-written and occasionally humorous tutorial on investing in speculative-grade corporate debt covers the essential aspects of high-yield debt, including credit analysis and why one would want to invest in high-yield bonds in the first place. As a basic introduction to the high-yield debt market, the book can’t be beat. Read more
Leave a CommentIn a poll conducted earlier this week in the CFA Institute Financial NewsBrief, we asked subscribers if the London Interbank Offered Rate (Libor) quote system should be replaced with a system that uses actual overnight rates. A whopping 90% of 1,113 respondents said yes. Read more
Leave a CommentJohn P. Calamos, Sr., discusses the rise of the middle class in emerging markets and what investors in these markets should focus on. Read more
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