Practical analysis for investment professionals

Sloane Ortel

Follow @sloaneortel on Twitter

84 Posts

Biography

Sloane Ortel serves CFA Institute's members globally as a curator and commentator. Based in New York City, she is a regular contributor to the Enterprising Investor, a co-author (with Jason Voss, CFA) of CFA Institute's Investment Idea Generation Guide, and a frequent interviewer of leading industry figures.

Author's Posts
Bangladeshi Banks Need Bonds Back

In Bangladesh, analysts contend with interest ranges instead of interest rates because of a well-intentioned savings program gone wrong. Sloane Ortel and Asif Khan, CFA, take a look at what's happened and what can change.

Weekend Reads: 14 Charts and No Foolin‘

If the world feels a little crazy, it's because you are paying attention, writes Sloane Ortel. But stick around. We'll try to turn it into fun.

Nine Charts: Dangerous Curves

With rising rates and a flattening yield curve, can there be opportunity in fixed-income markets? Sloane Ortel examines what's happened and what to do next.

Weekend Reads: Ski Fast, Have Fun, Don’t Fall Down

Sloane Ortel culls some organizational lessons from the Norwegian ski team and her own experience as a competitive ski racer in the latest Weekend Reads.

How to See the Hidden Risks of ETFs

Exchange-traded funds (ETFs) are a great way to fulfill client objectives, but they also create a handful of opportunities to miss the mark. So advisers need to be vigilant. 

Active vs. Passive vs. Amazon et al.

The top 10% of firms account for 80% of all profits, Sloane Ortel observes. This leaves us with two seemingly conflicting truths: Winners win bigger than ever, but Amazon, one of the world’s biggest winners, is not making much in the way of profits.

Weekend Reads: Study the Exceptions

'Pataphysics is the hard-to-describe study of exceptions, and investment professionals are well served spending some time with it. Sloane Ortel explains.

A Trillion-Dollar Hedge against the US Retirement Crisis

A "silly but totally legitimate" action may hold the key to shoring up America's retirement finances. Sloane Ortel explains.

Weekend Reads: Information Security Hygiene

Will Ortel looks at why information security is so hard and outlines some steps you can take to make yourself safer in this week's edition of Weekend Reads.

Weekend Reads: Summer of Storms

Across the globe, it has been a summer of storms, both real and figurative. Good luck tuning out the thunder. But Will Ortel has a suggestion for this weekend — a long one in the United States: Spend some time on the slower-moving tempests.



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