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investment strategy


Navigating An Experimental Economic Environment

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.

Hideous Opportunity Sets and Foie Gras Markets: Observations from James Montier

James Montier combines vivid imagery with blunt commentary on investor behavior, and the markets have given him a lot to talk about.

Perspectives on Equity Investing from John Chatfeild-Roberts

Financial media closely follow the investment decisions made by John Chatfeild-Roberts. He'll be sharing his insights at the Sixth Annual CFA Institute European Investment Conference.

Sustainability: An Investment Perspective

Glenn Silverman, CFA, chief investment officer at Investment Solutions, describes four unsustainable global trends and how they impact every investor.

BlackRock’s Nick Good on the “Rise of the Asian Investor” (Video)

The firm's managing director and head of strategy and business development, Asia Pacific, talks to Bloomberg Television about investment trends in the region.

Roundup: Fifth Annual CFA Institute European Investment Conference

Social media highlights from the flagship event in Europe for CFA Institute, convened 18–19 October 2012 in Prague, Czech Republic.

Joachim Klement: How Personal Experience Can Determine Risk Preferences

Joachim Klement, chief investment officer at Wellershoff & Partners Ltd., believes individual experiences affect risk preferences and argues that investors need to recognise and account for this in portfolio management.

Pankaj Ghemawat: Globalisation or Globaloney?

Professor Ghemawat of IESE Business School argues that most people overestimate the impact of globalisation, which he calls "globaloney".

Jan Straatman: You’re Building with the Wrong Blocks!

Jan Straatman, global CIO of Lombard Odier, believes that risk management at the portfolio level has been negligent, and a different approach with a new sense of urgency is needed to build more effective solutions.

The Future of Private Wealth Management Is Digital

Scorpio Partners founder Sebastian Dovey believes the growth of private wealth business calls for a change in the traditional relationship model and that private bankers need to ask themselves, “How good is my digital strategy?”