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Tariffs, Inflation, and Returns: How Investments Respond to Supply Shocks

Learn how tariff-related inflation shocks ripple through markets—and which assets have historically helped investors navigate the turbulence.

Women in Alts: Leading with Inspiration, Intuition, and Impact

Women investors are redefining alternatives with bold leadership, values-driven decisions, and long-term impact.

The Downgrade Is Done. The Investor Response Is Just Beginning

The US downgrade won’t upend markets—but it may reshape sovereign risk models and investor assumptions. Here’s what to watch next.

2024 Asset Owner Survey: Transparency, Benchmarks, and the GIPS Standards

This survey offers a rare window into how asset owners around the world are approaching performance reporting, benchmarking, and GIPS® compliance.

Tariffs and Returns: Lessons from 150 Years of Market History

What 150 years of market data reveal about tariffs, growth, and investment returns—and how equity factors have historically delivered resilience.

Decoding the HKEX IPO Consultation: Our Key Takeaways

CFA Institute and CFA Society Hong Kong respond to HKEX’s IPO reform proposals, highlighting key risks and opportunities for market transparency and fairness.

Vices, Virtues, and a Little Humor: 30 Quotes from Financial History

This collection of quotes from US financial history offers timeless lessons in vice, virtue, and investing wisdom for every generation.

Private Equity at a Crossroads: A Conversation with Ludovic Phalippou

Oxford professor Ludovic Phalippou challenges the private equity status quo in a candid discussion on performance, transparency, and the future of the industry.

AI Bias by Design: What the Claude Prompt Leak Reveals for Investment Professionals

A leaked AI system prompt reveals hidden biases in Claude's outputs. What every investment professional should know about using LLMs effectively.

How Clients’ Investment Goals Reflect Risk Behavior and Hidden Biases

Successful investing isn't just about numbers. It's about aligning strategy with the stories people believe about their future.