Paul McCaffrey is the editor of Enterprising Investor at CFA Institute. Previously, he served as an editor at the H.W. Wilson Company. His writing has appeared in Financial Planning and DailyFinance, among other publications. He holds a BA in English from Vassar College and an MA in journalism from the City University of New York (CUNY) Graduate School of Journalism.
The leading posts to emerge from the European Investment Conference in London include a report on Tim Harford's take on economic forecasting; a Lindsey Matthews, CFA, presentation on the resurgence of middle-office positions; and a dire warning from Michala Marcussen, CFA, on the consequences of the United Kingdom leaving the European Union.
Leading posts from November include the latest installment in the Dumb Alpha series by Joachim Klement, CFA; a Trans-Pacific Partnership (TPP) reading list compiled by Larry Cao, CFA; and an analysis by Jason Voss, CFA, of the potential for a flash crash caused by the confluence of quantitative easing (QE), currency market structure, and other factors.
An analysis of long-term returns by Michael Batnick, CFA, and the first installment in the Dumb Alpha series by Joachim, Klement, CFA, were among the top posts from last month.
August highlights from Enterprising Investor include Lauren Foster's take on investing in Africa; an examination of behavioral finance and investment biases by Shreenivas Kunte, CFA; and an analysis of the best sources for investment information on companies by Jason Voss, CFA.
Leading articles from July consider how financial advisers can help clients avoid investment mistakes, how and whether financial advisers should be paid, and what light neuroeconomics can shed on investment decision making, among other topics.
Instead of developing a one-size-fits-all rubric or concentrating on honing their social savvy, whether interpersonally or via social media, private wealth managers might be better served by focusing on their metrics, their risk mitigation, and, especially, the development of individualized strategies designed for clients' particular situations, that take into account what they ultimately want to achieve with their wealth.
Last Thursday, the Chinese stock market did something unusual. It took a headlong dive, with the CSI 300 and the Shanghai Composite indices falling 6.7% and 6.5%, respectively. We asked CFA Institute Financial NewsBrief readers what they made of these developments.
Highlights from May include Lars Kroijer's examination of the benefits of diversification; the latest installment in the multi-asset strategy series by Larry Cao, CFA; and an in-depth survey of the most common accounting errors analysts make by Jason Voss, CFA.
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