Practical analysis for investment professionals 
A sharp sell-off in Japanese stocks and indications that the US Federal Reserve will consider tapering its monthly bond purchases combined to drag global equity indices lower in recent weeks. Whether the pullback is merely a hiccup in the market’s continued advance or the start of something more will, in large part, depend on the economic news flow and, in turn, the response of central bankers. Read more
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Global IPO proceeds declined by 27.8% in 2012. And while last year’s sharp decline was largely attributed to weakness in China and continued fallout from the sovereign debt crisis, it also appears to be part of a longer term trend. Are we witnessing a structural market change, a secular decline, or simply a cyclical downturn that will reverse? Read more
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David Larrabee, CFA, rounds up his favorite articles on equity investments from 2012. Read more
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Lauren Foster her shares top picks for the most interesting recent articles, radio shows, and video clips. Read more
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While some governments have provided guidance to the investment industry about the use of social media, many countries have yet to issued regulations. Regardless of what local bodies dictate, the CFA Code of Ethics and Standards of Professional Conduct provides an excellent framework for investment professionals to consider when representing themselves or their businesses online. Read more
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Top posts from last month included articles on JPMorgan Chase’s $2 billion loss, recent 13F filings, and the opportunities in frontier markets. Read more
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Investors who bought shares in the recent public offering should have first consulted the authors of Security Analysis, who wrote that the intrinsic value of a security is “that value which is justified by the facts . . . as distinct, let us say, from market quotations established by artificial manipulation or distorted by psychological excesses.” Read more
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Not all professional networks are created equal. But they can be shaped to improve leadership and analyzed for investment insights, says Northwestern University’s Brian Uzzi. Read more
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Global equity markets posted solid, and in some cases spectacular, gains in the first quarter of 2012. Investor euphoria was short-lived, however, as focus in recent weeks has turned to renewed fears about the sovereign debt crisis in Europe. And in the United States, the Federal Reserve has indicated that further quantitative easing (jet fuel for equity markets) may not be necessary. Read more
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Unless you have been living under a rock, you must be aware that Facebook, the “darling” of social media, is about to go public. But before investors slake their thirst for Facebook shares, market participants should consider three questions. Read more
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