Practical analysis for investment professionals
31 August 2018

Top Five Articles from August: Growth vs. Value, Blockchain, Tax-Loss Harvesting

1. Tips for Aspiring Portfolio Managers

What makes a good fund manager? Clare Flynn Levy curates pointers from some of the investment industry’s top thought leaders.

2. Growth vs. Value: Waiting for GODOT

Is it time to start selling growth stocks and buying value stocks? Gautam Dhingra, PhD, CFA, shares his take.

3.  Tax-Loss Harvesting: Should Investors Believe the Hype?

There is no shortage of hypothetical performance claims that suggest tax-loss harvesting strategies will significantly boost an investor’s after-tax returns. David Allison, CFA, CIPM, says such claims should be taken with a healthy dose of skepticism.

4.  Blockchain: A Progress Report

Critics of blockchain technology claim that it is too slow for financial transactions and that its consensus mechanism uses too much energy. In an interview with Larry Cao, CFA, Carl Wegner of the blockchain technology developer R3 paints a more encouraging picture.

5.  Watch the Leverage!

“We’re transitioning into a very delicate and challenging time for fixed-income investing,” Anne Walsh, CFA, told the audience at the 63rd Annual Financial Analysts Seminar. Julie Hammond, CFA, discusses Walsh’s insights.

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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.

Image credit: ©Getty Images/ Aloysius PatrIsaac Montemayornio

About the Author(s)
Paul McCaffrey

Paul McCaffrey was formerly the editor of Enterprising Investor at CFA Institute. Prior to that role, he served as an editor at the H.W. Wilson Company. His writing has appeared in Financial Planning and On Wall Street, among other publications. He is a graduate of Vassar College and the Craig Newmark Graduate School of Journalism at CUNY.

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