Practical analysis for investment professionals

George Friedman: A US Recession Is Imminent, So Watch Germany

George Friedman will be watching how one last piece of the global financial crisis plays out very carefully. Peter M.J. Gross explains.

Ambiguity Tolerance Beats Artificial Intelligence

What can artificial intelligence (AI) do for the investment management industry? What can't it do? Markus Schuller provides his insights.

Beyond Modern Portfolio Theory: Liability-Driven Investment Strategies

The portfolio construction techniques popularized by modern portfolio theory (MPT) are not always practical, writes Dan Tammas-Hastings, CFA. That's why liability-driven investment (LDI) strategies are generating increased attention.

Investment Strategies amid Uncertainty

“What do you do in today’s market?” Three panelists addressed that question in a discussion at the CFA Institute Alpha and Gender Diversity Conference. Susan Hoover provides a synopsis.

Weekend Reads for Investors: Pyramid Edition

Among the Weekend Reads selections from Jason Voss, CFA, are stories about China and Russia linking their currencies, the missing pieces of artificial intelligence (AI), and pyramids.

Keep It Simple: 11 Rules for Equity Valuations

James J. Valentine, CFA, shared his 11 rules for equity valuations and setting price targets at the CFA Institute Conference: Equity Research and Valuation 2017. Paul McCaffrey provides a synopsis.

Three Tips for Evidence-Based Retirement Plans

Isaac Presley, CFA, has a few suggestions to put a little evidence-based thinking into your clients' retirement plans.

Municipal Bonds: How Much to Hold?

How much should a taxable bond portfolio hold in tax-exempt US municipal bonds? Benjamin Doty, CFA, offers his analysis.

In Practice Summary: Managing Sequence Risk to Optimize Retirement Income

You arrive at your retirement day with a sizeable retirement fund. But then what? Some theorize that this is the point when there is the greatest risk of failure in your lifelong savings strategy. This edition of In Practice summarizes an innovative solution to this dilemma curated from new research from Cass Business School, London.

Weekend Reads: Study the Exceptions

'Pataphysics is the hard-to-describe study of exceptions, and investment professionals are well served spending some time with it. Sloane Ortel explains.



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