Practical analysis for investment professionals

Julie Hammond, CFA

23 Posts

Biography

Julia Hammond, CFA, is a director in the Educational Events and Programs group at CFA Institute, where she leads the planning for a number of annual and specialty conferences, including the Fixed-Income Management Conference, Security Analysis Conference, and the Financial Analysts Seminar. Previously, she developed strategies for pension, endowment, and foundation fund clients at Equitable Capital Management (now AllianceBernstein), and she has also worked as an auditor for Coopers & Lybrand (now PricewaterhouseCoopers). Hammond served for a number of years as chair of the investment committee for the Rockbridge Regional Library Foundation. She holds a BS in accounting from the McIntire School of Commerce and an MBA from the Darden School at the University of Virginia.

Author's Posts
Sam Zell on Global Growth: “Where’s the Demand?”

The first question Sam Zell asks when someone offers up an investment opportunity is “Where’s the demand?"

Emerging Market Equities: Unloved and Under-Owned

“Emerging market equities [have] a history of headlines — mostly negative — and volatility,” said Devan Kaloo, head of global emerging markets equities at Aberdeen Asset Management. Yet there is reason for optimism, especially for those value investors who dive deeply into the fundamentals, which may be turning positive, Kaloo told attendees at the 70th CFA Institute Annual Conference.

Tilting Portfolios to Leverage Macro Trends and Political Winds

Back in the 1980s, “monetary policy was a great way to stimulate the economy,” Jack Ablin, CFA, said. Not anymore.

A Rebalancing Market Means Higher Oil Prices

Jennifer Stevenson sees strong support for oil prices, and a supply-side rebalancing could mean big gains for North American oil companies.

Municipal Bond Markets after the US Presidential Election: When the Dust Settles

The US municipal bond markets have been “changing for the good” in terms of disclosure and reporting since the financial crisis, according to Peter Coffin, president of Breckinridge Capital Advisors.

Gender Diversity in the C-Suite and Boardroom: Blazing a Path

Brenda Trenowden, CFA, and Diane Nordin, CFA, shared firsthand knowledge about corporate board composition and governance, as well as advice on how women in investment management can blaze their own paths to serving on boards.

Forecasting Fixed-Income Default Rates

“Typically when the default rate is 1% or more above the Moody’s forecast, it is a good time to own distressed bonds," Martin Fridson, CFA, said. "Similarly, if the bonds are priced 1% or more below Moody’s, then the distressed bonds are priced too tightly (i.e., a signal to sell).”

Value Stock Picking: Finding “Horses with Legs”

Leah Zell, CFA, discusses her firm's approach to fundamental analysis and why identifying companies with good governance is imperative for managing risks.

Navigating the Fog: Geopolitics and the Global Bond Market

Dan Fuss, CFA, vice chair of Loomis Sayles, has always encouraged analysts and portfolio managers to think broadly about their approach to investment analysis. He provided a global analytical framework through his four Ps — peace (or lack thereof), people, politics, prosperity, and adding perhaps a fifth P for policy and the evolving role of central banks — at the 2015 CFA Institute Fixed-Income Management Conference.

US to Declare Energy Independence by 2017?

To the surprise of most investors, oil prices have been caught in the downward plunge of a treacherous roller-coaster ride recently.



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