Robert Gowen, CFA, is Head of Product Solutions at CFA Institute, where he oversees a team of content directors that contribute daily to Enterprising Investor. Prior to joining CFA Institute, he worked in the institutional investment industry for BB&T and Fidelity Investments. Gowen earned a BA in economics from Washington University in St. Louis and an MBA from the Darden School at the University of Virginia.
C. Thomas Howard, an opponent of the efficient markets hypothesis, advocates for a radical departure from the idea of diversification at the core of a healthy portfolio.
Financial intermediaries beware. Sovereign wealth funds (SWFs) have the size and scale to change the traditional model of investment management.
Lag time, accounting rules, and dollar-for-dollar mapping challenges make research and development spending tough to evaluate, and yet it is central to the analyst’s understanding of some firms.
We asked CFA Institute NewsBrief readers whether the stock connect program represents a "transformational breakthrough" in opening China's capital markets.
Are financial markets efficient or not? This simple question has motivated thousands of pages of research with no concrete conclusion.
Consultant Jeremy Bolland offers some simple tips for managing and mitigating the risks associated with writing and publishing research reports.