Jason Voss, CFA, shares his picks for Weekend Reads for Investors. This edition features stories about the dangers of exchange-traded funds (ETFs), a better way to think about and model the human brain, and how the notion of superhuman artificial intelligence (AI) is farfetched.
“The big fear society has is your standard of living is going to drop dramatically [in retirement]. And that’s what clients come to you and ask for help on,” says Diane Garnick, chief income strategist and managing director for TIAA (Teachers Insurance and Annuity Association). So what does the retirement data say? One of the most worrisome trends is the gender retirement gap.
The primary focus of the renaissance investment management firm is delivering the best possible investment performance, not on scaling for scaling’s sake, C. Thomas Howard and Jason Voss, CFA, explain in the latest entry in The Active Equity Renaissance series.
With expectations for average working years extending from 30 to 50 and beyond, we have to be comfortable with sweeping career changes. This is not just due to evolving external factors, but also because our interests, values, and search for meaning will evolve over the span of our working lives. These were among the key takeaways Tracey Wilen emphasized during a Career Conversations interview with Julia VanDeren.
In this reprint of a collection of lectures, the Nobel Prize–winning author expounds on regional and international regulation and monetary and fiscal policy, as well as a host of other economic topics. His insights predate but point toward the recent global financial crisis, and his guidance is timely and critical for a global economy still facing the fallout from the crisis.
Dismantling the finance industry’s closet indexing factory is a critical step in The Active Equity Renaissance, C. Thomas Howard and Jason Voss, CFA, observe.
Mark Harrison, CFA, looks at combining factors in multifactor portfolios and considers issues of performance measurement in factor investing, in the third installment of his Shortcuts to Factor Investing series.
The Historic Stocks Market (HSTM) Index tracks the auction prices of 100 "representative" share and bond certificates. It represents the full scope of scripophily — the collection and study of old stock and bond certificates — Jeremy Monk explains.
The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.