Biography
Filip Mardjokic, CFA, works at an investment fund in New York where he is member of the strategy and analytics team and sits on the economics and equity committees. He holds a BA in economics and political science from New York University.
In January, I published my outlook for 2013, which argued for continued long positions in risk assets supported not by fundamentals but by lax monetary policy. As of… READ MORE ›
By this time of year, we have seen more than a few forecasts and commentaries about what the market is likely to do over the next few years. I’d like to take something of a different approach: offer a… READ MORE ›
Federal Reserve policy has substantial effects that are important for investors to understand, and future policy direction may be different than expected.
Being riskless (by that I mean holding government securities) simply doesn’t pay anymore, and markets are starting to… READ MORE ›
Investors clamor for income, but receiving it through dividends may be riskier than you think.
A number of well-respected money managers have recommended dividend-paying stocks as a smart way to invest in equity markets. Dividends pad returns, cushion downside risk,… READ MORE ›