Practical analysis for investment professionals

Paul McCaffrey

Follow @paulmccaffrey7 on Twitter

87 Posts

Biography

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.

Author's Posts
Top Five European Investment Conference Articles: Iran, Brexit, and Gender

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.

Top Five Articles from November: (Un)Passive Management, the TPP, and Inflation

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.

Top Five Articles from October: Dumb Alpha and Wealth Management Trends

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.

Debt Ceiling Default: No Big Deal?

How critical is the full faith and credit of the United States to the domestic and global economy? Not all that much, according to the latest poll of CFA Institute NewsBrief readers.

Top Five Articles from August: Hedge Fund Fees, Salary Negotiation, and Africa

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.

Top Five Articles from July: India, Neuroeconomics Tips, and Dark Matter

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.

A More Personalized Approach to Private Wealth

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.

For Investors, Uncertainty Reigns

Investment professionals have had ample reason to reach for the antacid in the past week.

The Chinese Stock Market Plunge: What Was That About?

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.

Top Five Articles from May: Accounting Mistakes and Disruptive Technologies

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.



By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close