Top Five Articles from October: Thaler, Trillion-Dollar Coins, Volatility

By Paul McCaffrey

Posted In: Behavioral Finance, Drivers of Value, Economics, Equity Investments, Future States, Leadership, Management & Communication Skills, Performance Measurement & Evaluation, Portfolio Management, Risk Management

1. A Trillion-Dollar Hedge against the US Retirement Crisis

A “silly but totally legitimate” action may hold the key to shoring up America’s retirement finances. Sloane Ortel explains.

2. Nobel Laureate Richard H. Thaler on the End of Behavioral Finance

Richard H. Thaler, the US economist who elevated the word “nudge” from transitive verb to political catchphrase, can now add “Nobel laureate” to his impressive biography. Lauren Foster discusses Thaler’s contributions to the field of economics.

3. When Does Volatility Equal Risk?

The right question isn’t whether volatility equals risk, says Gary Mishuris, CFA. Rather, the right question to ask is: When does volatility equal risk?

4. The Value of Self-Awareness

The topic of emotional intelligence (EQ) usually evokes predictable responses: eye-rolling, finger tapping, cavernous yawning, and wristwatch glancing. While expected, this response is counterproductive, Jim Ware, CFA, observes. The research is clear: Intelligence (IQ) gets you in the door, but EQ lands you in the winner’s circle.

5. Artificial Intelligence and Defined Contribution Plans

How will artificial intelligence (AI) affect the world of retirement accounts, specifically defined contribution (DC) plans? Sahil Sethi, CFA, anticipates several stages of development.

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All posts are the opinion of the author. As such, they should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute or the author’s employer.

Image courtesy of W. Scott Mitchell

Tags: Artificial Intelligence, behavioral economics, behavioral finance, Career Development, defined contribution plans, fintech, Investment Decision Making, Investment Industry, Markets and Economics, Nobel prize, Portfolio Management Techniques, Retirement, retirement crisis, risk, risk management, Robo-Advisors (Robo-Advisers), sovereign wealth fund, Value Investing, volatility

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About the Author(s)

Paul McCaffrey

Paul McCaffrey was formerly the editor of Enterprising Investor at CFA Institute. Prior to that role, he served as an editor at the H.W. Wilson Company. His writing has appeared in Financial Planning and On Wall Street, among other publications. He is a graduate of Vassar College and the Craig Newmark Graduate School of Journalism at CUNY.