Matthew Borin was an intern at CFA Institute. He was pursuing a bachelor's degree in economics from Williams College, Williamstown, Massachusetts.
Jonathan Moog, CFA, and the Lizard Investors team concentrate on the international small- to mid-cap space because they believe there are inefficiencies in that market.
"When someone has a razor-sharp memory, we perceive them to be more intelligent,” says memory expert Chester Santos. “And we always want to do business with, we’re always going to refer, those professionals we perceive to be the most intelligent." That's why it's worth sharpening our memory skills, says Santos. And he has some pointers to help hone them.
Carolyn McClanahan believes that financial planners need to help clients figure out their long-term goals rather than focusing on investments alone. She finds that many financial planners avoid discussing health with their clients despite its significant implications.
There are three intangibles that all good portfolio managers have, says Jacques Lussier, CFA, but factor-based benchmarks are still the best way to distinguish the effective managers from the lucky ones.
“Radical monetary policy begets more radical policy,” says James Grant. “It seems to me at some point markets or voters will put a stop to this.”
Edward Altman says the benign credit cycle is in “extra innings,” but the metaphorical relief pitchers — central bankers — are running out of gas.