Often the price battle between buyers and sellers is described as the battle between fear and greed. I see the conflict as being between two vastly different sets of fears, with very little greed involved. The focus is not whether … Read more
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We started Inside Investing to give thoughtful members of the investment community a place where they could share their insights with an audience of curious investors, and we’ve had remarkable success doing that. Read more
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Due to the proliferation of new computer-assisted advisory platforms, it’s natural to ask what investment advisers of the future will look like and whether they’ll be humans or robots. A fast-growing segment of the investment advisory market focuses on providing … Read more
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Despite lots of criticism of the investment industry, one investment manager writes on why he is proud to do his job. Read more
Leave a CommentThis is the first part of a three-part discussion. To be sure you don’t miss the rest, subscribe to Inside Investing via e-mail or RSS. My firm recently sponsored an event on two emerging economies, China and India, titled “Elephant … Read more
2 CommentsThe daily Linkfest is moving! As part of the evolution of CFA institute blogs, after 400-odd posts, this will be the last daily linkfest published on Inside Investing. Many thanks to the CFA Institute for hosting this mad science experiment … Read more
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Diversification is one of the most fundamental yet misunderstood concepts in investment management. I will begin with a basic and hopefully intuitive discussion of the principles of diversification and the mechanics by which it works. Then, I will provide a more … Read more
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