Practical analysis for investment professionals
25 January 2013

Weekend Reading for Equity Investors: Positioning Portfolios for the Year Ahead

Posted In: Weekend Reads

Continued central bank accommodation and a growing consensus that global economic conditions may be improving have combined to push equity indices higher at the start of the year. As we enter the heart of earnings season, investors will undoubtedly be looking for confirmation from the corporate sector.

Time will tell if the recent rush of enthusiasm on the part of investors will be rewarded. In the meantime, below are some stories to add to your weekend reading list:

Value Investors

Market Outlooks and Indicators

Emerging and Frontier Markets

Companies in Focus

Too Big To Fail

Money to Burn

Taking Warren Buffett to Task on Taxes

In Memoriam

Please note that the content of this site should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute.

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About the Author(s)
David Larrabee, CFA

David Larrabee, CFA, was director of member and corporate products at CFA Institute and served as the subject matter expert in portfolio management and equity investments. Previously, he spent two decades in the asset management industry as a portfolio manager and analyst. He holds a BA in economics from Colgate University and an MBA in finance from Fordham University. Topical Expertise: Equity Investments · Portfolio Management

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