equities
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.
James J. Valentine, CFA, says that three components must be combined to provide equity analysts with unique insight.
The vast majority of investment literature for professionals is about smart buying. Most professional investors pride themselves on their timing of purchases and thus focus on current conditions. While nothing in the art form of investing is easy, buying… READ MORE ›
Investment professionals in the Middle East and North Africa (MENA) expect the local economies to grow and think that Saudi Arabia, the United Arab Emirates, and Qatar present the best growth potential and investment opportunities in 2014.
Paul Woolley, a senior fellow at the London School of Economic and Political Science, neatly made the case that it’s long past time for professional investors to set aside the Efficient Market Hypothesis as the basis of most asset management strategies.
Steve Waygood, chief responsible investment officer at Aviva Investors, explains the European Commission’s adoption of a proposal to enhance business transparency on environmental and social issues and the implications for long-term investing.
Editor’s note: We spoke with Gerry Fowler, CFA, Global Head of Equity Strategy at BNP Paribas in London. Late last year, Gerry authored a report on the outlook for 2013 called “Epic Distortions.” We asked him to share some… READ MORE ›