Top Five Articles from May: Accounting Mistakes and Disruptive Technologies
1. The Top Five Accounting Mistakes Analysts Make
Shocking as it may seem, most research analysts and investors still commit elementary accounting errors when analyzing financial statements. Jason Voss, CFA, discusses some of the more common mistakes — and how to counteract them.
2. Is Your Portfolio Ready for an Invasion of Disruptive Technologies?
Something amazing this way comes, writes John Rubino. An invasion fleet of perennial “next big things” that have disappointed futurists (for decades in some cases) and provided ammunition for skeptics is finally set to arrive.
3. The Diversification Dividend
The world equity portfolio is the most diversified equity portfolio available, says Lars Kroijer. Investing abroad in a geographically diversified way is easier than it used to be, and there are some great reasons to do it.
4. To Cope with More Volatile Markets, Take a Lesson from Football Managers
Thinking about how best to design a more robust investment strategy to deal with the prospect of increased volatility becoming the new normal, the best model that comes to mind is from a sporting context, according to Vincent McCarthy, CFA, specifically football (or soccer, to most Americans).
5. Portfolio Evaluation: Benchmarking for Success
Can portfolio evaluation be done in a way that helps investment managers succeed? For the latest installment in his multi-asset strategy series, Larry Cao, CFA, posed this question to some of the smartest institutional investors around. Here’s what they had to say.
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All posts are the opinion of the author. As such, they should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute or the author’s employer.
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