Practical analysis for investment professionals

Economics


Can Fundamental Momentum Diagnose Mr. Market?

Ben Graham, the father of modern value investing, introduced his Mr. Market analogy back in 1949. Nearly 70 years later, investors are still trying to anticipate Mr. Market's moods. Moshik Kovarsky and Paul Kovarsky, CFA, (no relation) think the Fundamental Momentum strategy can help.

The Seven Kinds of Asset Owner Institutions

There's never been a better time to be an end investor. Thomas Brigandi and Sloane Ortel explore the seven kinds of asset owner organizations that are shaping the market.

Weekend Reads from India: Cures and Prevention, Time Inconsistency

The preference for cures over prevention is an alluring trap, writes Shreenivas Kunte, CFA, in Weekend Reads from India. Economists have a name for this well-known behavioral trait: time inconsistency.

Book Review: The End of Theory

The End of Theory by Richard Bookstaber is relevant to anyone working in the financial industry.

Data Science Will Transform the Investment Industry: Are You Prepared?

Here is a scenario: You are the portfolio manager of an active equity fund. You wake up one morning to the news that a labor strike is delaying flights at an airline in your portfolio.

Inside Mexican Capital Markets with Jaime Lazaro, CFA

Ron Rimkus, CFA, interviews Jaime Lazaro, CFA, CEO of BBVA Asset Management in Mexico City, for an insider's perspective on the evolution of capital markets in Mexico.

What’s in a Factor? A Breakdown by Sectors

Factor investing is everywhere, but considerable uncertainty remains about what factors and their related products represent. So Nicolas Rabener breaks down six well-known factors by sector.

Let’s Get Physical: Body Language and Success

Why should financial advisers care about our body language? Barbara Stewart, CFA, curates some pointers from nonverbal communication expert Mark Bowden.

Corporate Bonds after a Spin-Off: Consider the Covenants

Whatever their motivations, spin-offs can have a dramatic effect on the performance of the associated corporate bonds, so it is crucial that fixed-income investors conduct the necessary analysis. Nathan N.J. Grant, CFA, has some advice.

Top Five Articles from January: India, ETFs, and Vollgeld

What were the leading stories from Enterprising Investor in January?



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