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Equity Investments


The VIX Mirage and the Portfolio Insurance Paradox
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The recent swings in equity performance mean that portfolio managers must adapt to volatility and plan their investments carefully.

Changes on the Horizon for Equity Investing
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Omar Selim uses self-learning quant models and big data to perform ESG analysis, and he explained to other investment professionals why they would soon need to do the same.

Navigating An Experimental Economic Environment
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Our generation of investors must navigate an anemic global economy that was inconceivable only a few years ago, unmoved by zero interest rates and bursts of experimental monetary policy. Mark Harrison, CFA, has identified key presentations to help professionals chart a path forward.

Where Should Analysts Look for Unique Insights? Beyond Company Management
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James J. Valentine, CFA, says that three components must be combined to provide equity analysts with unique insight.

Investors: Learn to Make Better Decisions
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Behavioural finance coach, Paul Craven, shares practical measures investment professionals can take to address their behavioural biases at the 2015 CFA Institute Middle East Investment Conference in Kuwait.

Hideous Opportunity Sets and Foie Gras Markets: Observations from James Montier
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James Montier combines vivid imagery with blunt commentary on investor behavior, and the markets have given him a lot to talk about.

A European Market for Personal Pensions: An Opportunity for Industry and Investors

The EIOPA recently published a preliminary report on the creation of a single market for personal pensions. This post considers the opportunities and challenges in creating a single market for personal pensions.

Global Pension Crisis: Looking to Global Pension Plan Designs for Possible Solutions

Acknowledging the problems of the global pension crisis and fixing them are two entirely different propositions, and definitive solutions still are elusive. But JP Morgan Asset Management’s Paul Sweeting, CFA, contributes to a better understanding of the issues and potential solutions with his recent paper.

Fear of Investing in Africa Is Losing You Money
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Africa has 15% of the world's population but controls less than 3% of global GDP. A trio of investment pros make the case that as Africa catches up opportunities will abound for investors.