Practical analysis for investment professionals

Coronavirus

Image of women with facemasks conducting transaction at supermarket

How will the coronavirus epidemic affect global markets? How should investment managers respond to the fast-shifting landscape? These and other related questions are explored in depth by Enterprising Investor contributors.

For more coronavirus-related content, visit the Coronavirus and Market Volatility hub at CFA Institute.

Image credit: ©Getty Images/zoranm


Building Optimized Portfolios with JPMorgan’s 2021 Forecasts

Even as equity markets set all-time highs and bond yields near generational lows, it is still possible to build resilient portfolios with reasonable return expectations.

How to Manage Inflation Risk: The Local Inflation Factor

Amid increasing inflation fears, how can investors measure and protect against the inflation risk in their portfolios?

COVID-19 and 17 May: Tax Day Considerations for Clients

Have you spoken to your clients about how pandemic-imposed working-from-home arrangements may affect their tax liabilities?

Trading at All Hours: The Portfolio Implications

All the day trading by the new class of retail investors has not helped the long-only crowd.

Aswath Damodaran on the COVID Crucible: A Play in Three Acts

"In most crises, young companies suffer at the expense of old companies, risk-on companies get hurt more than risk-off companies," Aswath Damodaran said. "This crisis seems to have flipped the script."

On-Demand Pay: Is It Here to Stay?

The pandemic has spurred the development of Employer Salary Advance Schemes (ESAS), or on-demand pay.

Beware the Bubble? The US Stock Market Cap-to-GDP Ratio

The Buffett Indicator is flashing red and has been for a while now.

Is Technology a New Asset Class?

Investors may need to pay more attention to tech than all other sectors combined.

Gold $3,000?

What happened to the negative correlation between the price of gold and the US dollar?