equities
Yale Professor Roger Ibbotson says that brand value, competitive advantage, and company reputation may help investors identify overlooked equity investments.
Japan's nominal GDP has increased, its unemployment rate has fallen, and return on equity measures are strong — why are investors not rushing into the country?
David Pope, CFA, sees natural language processing (NLP) as a systematic and sensible way for analysts to review larger amounts of information in less time.
The recent swings in equity performance mean that portfolio managers must adapt to volatility and plan their investments carefully.
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.
Devan Kaloo, Head of Global Emerging Markets Equities at Aberdeen Asset Management, is “quite optimistic about EM equities.” In his opinion, valuations are attractive relative to developed markets.
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.
“We are lucky enough to hear from two important luminaries if I dare not say lions, of the financial economic world over the last few decades,” introduced Gillian Tett as Robert Shiller and Jeremy Siegel squared off again.
Net of fees, the average active investor will underperform the stock market. Yet empirical data also suggest that there are a number of market anomalies that have persisted over time, and disciplined investors can exploit them to generate outsized returns, Peter Berezin says.
How do you differentiate yourself from other professional investors? Rupal J. Bhansali uses a process of elimination, screening out companies with unattractive characteristics so that an attractive opportunity set “rises to the top like cream over milk.”