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Economics


Weekend Reads for Investors: From Hong Kong Edition
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Jason Voss, CFA, curates articles about China's current account deficit, whether men are hardwired to take risks, lazy fund managers, and more.

Manager Selection and Due Diligence in Autonomous Learning Investment Strategies (ALIS)
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How are artificial intelligence, machine learning, blockchain, and big data transforming manager selection and due diligence processes? Michael Oliver Weinberg, CFA, shares his take in an interview with Antonella Puca, CFA, CIPM.

ETFs and Smart Beta: From Invisible Hand to Invisible Octopus
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Dave Nadig of ETF.com talks to Paul Kovarsky, CFA, about exchange-traded funds (ETFs), smart beta, their evolution, and the criticism they have evoked.

Three Investing Lessons from My Mom
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Plan for the unexpected. Get comfortable with losing. Enjoy the journey. Dougal Williams, CFA, shares some valuable investing advice from an unlikely source.

Growing Trends in Private Equity: Secondary Market Investing
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What does the private equity secondary market look like these days? Antonella Puca, CFA, CIPM, interviews Brett Hickey of Star Mountain Capital for his take.

Book Review: Financial Behavior
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This multi-author volume ranges well beyond the topic evoked by its title — namely, behavioral finance.

The Old Faithful Portfolio
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Can Old Faithful's renowned reliability be replicated in a portfolio?

Top Five Articles from April: Portfolio Concentration, Cryptocurrencies, Quantamental
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An analysis of portfolio concentration and a primer on cryptocurrencies are among the leading posts from Enterprising Investor last month.

Beware of Experts Bearing Forecasts
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As finance gurus forecast a market that's variously overvalued, undervalued, ready to plunge off the cliff, or blast off to new heights, remember to tune out the noise and stay invested for the long run, says Mark Armbruster, CFA.

Weekend Reads from India: Measuring Manager Skill vs. Luck
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India's rapidly expanding mutual fund industry is currently undergoing momentous change, Shreenivas Kunte, CFA, reports.