Practical analysis for investment professionals

Joachim Klement, CFA

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35 Posts

Biography

Joachim Klement, CFA, is a trustee of the CFA Institute Research Foundation and offers regular commentary at Klement on Investing. Previously, he was CIO at Wellershoff & Partners Ltd., and before that, head of the UBS Wealth Management Strategic Research team and head of equity strategy for UBS Wealth Management. Klement studied mathematics and physics at the Swiss Federal Institute of Technology (ETH), Zurich, Switzerland, and Madrid, Spain, and graduated with a master’s degree in mathematics. In addition, he holds a master’s degree in economics and finance.

Author's Posts
The Bezzle and the Central Banks

In today's bull market, the bezzle, or "inventory of undiscovered embezzlements," isn't stocked with Ponzi schemes and the like. Rather it is built on the notion that risky assets have become practically risk-free.

Status Anxiety Or: How Our Neighbors Make Us Worse Investors

The best way to keep up with the Joneses is to ignore them. Joachim Klement, CFA, explains.

Sunny Saturday and the Risks Are Rising

Remember to focus on what might go wrong in the future instead of what has gone right in the past.

Idiocy of the Masses or Masses of Idiots?

Why do investors keep investing in government bonds despite extremely low yields?

What Makes a Great Investor?

What differentiates the Warren Buffetts and Peter Lynches of the world from the run-of-the-mill investor?

How I Generate Investment Ideas

Where do investment ideas come from? Joachim Klement, CFA, shares his process.

10 Rules for Forecasting

Joachim Klement, CFA, has created his own set of rules to use as guidance when forecasting economic or political events.

Diversification: High Dispersion Beats Low Correlation

When advisers talk about diversification their go-to variable is correlation. That's a mistake.

Best Does Not Mean Optimal

You are not acting in the client’s best interest if you build them a portfolio that they won't stick with over the long run.



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