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Book Review: Economics for Independent Thinkers

Economics for Independent Thinkers is useful to practitioners who make economic forecasts. Investment strategist Daniel Nevins, CFA, recounts becoming a skeptic about the application of quantitative methods to economics and about standard prediction methods, such as the lagging nature of consumer confidence surveys. He especially disdains economists who strive to make reality fit their models.

Parallel Worlds and Brexit: Guiseppe Ballocchi, CFA

"Parallel Worlds," one of the four potential scenarios envisioned in the "Future State of the Investment Profession" study, anticipates the rise of populism, a reduction in the size of the middle class, and a decrease in social mobility. For a better understanding of how this scenario could affect the future of the investment management industry, Robert Stammers, CFA, spoke with Giuseppe Ballocchi, CFA.

Planning for a Non-Retirement

Much of financial planning focuses on retirement. But what if your client isn’t planning to retire? Barbara Stewart, CFA, explores the question.

Weekend Reads: Resilience

Julia VanDeren has been thinking about resilience. Not just in the face of disaster, but in careers as well. In this edition of Weekend Reads, she shares two key components of resilience and some things you can do to become more resilient.

Book Review: Empire of the Fund

William Birdthistle provides a witty description of mutual fund design and categorizes its imperfections entertainingly, offering more palatable alternatives. This slender volume is a welcome addition to the library of the professional and retail investor alike.

Are There Benefits to Being Compliant with the GIPS Standards?

As CFA Institute celebrates the 30th anniversary of performance standards, there is cause to celebrate that approximately 1,600 firms claim compliance with the Global Investment Performance Standards (GIPS®) and that there are 40+ GIPS Country Sponsors supporting the GIPS… READ MORE ›

Finance: How It Made Civilization Possible

What is finance, where does it come from, and why does it matter? William N. Goetzmann addressed these questions in his presentation at the CFA Institute: 62nd Financial Analysts Seminar, leading participants on a tour through financial history.

There Is Value in the Value Factor

Interest in "factor investing" reached an all-time high in May, according to Google Trends. So Nicolas Rabener and his associates analyzed factor valuations using fundamental metrics and contrasted these current valuations with historical averages as a method to determine factor attractiveness.

Kick-Start Your Career

Stuck in a career rut? Learn how to get back on the open road.

Weekend Reads for Investors: Highly Caffeinated Edition

Jason Voss, CFA provides his choices for Weekend Reads for Investors. This edition features surprising facts about coffee consumption, global choke points in the food supply, graphics showing how cryptocurrencies are likely to affect finance, and more.