Practical analysis for investment professionals

Future States


What Is the Relevant Time Period for Your Investment Portfolio?

In our job as professional investors for others as well as personal stewards for ourselves and our families, we try to do something today that will have a future beneficial result. This is easier said than done. To accomplish our goals we need to answer two basic questions: What Are We Doing? Which Future?

Climate Bonds: More Than Hot Air

The debate over climate change continues, but governments, institutional investors, and other market actors are already changing how they allocate capital.

Bad Connection: What Today’s Investors Can Learn from the Death of the Pay Phone

Investors need to peel their eyes away from a stock’s numbers long enough to ask a very basic question: “Will this company or industry still exist in five years?” It happened in the case of pay phone operators, paging companies, and video rental chains — and it’s almost certainly happening right now in a number of companies and sectors.

Book Review: Global Trends 2030

This book is the US intelligence community’s best assessment of critical drivers and political scenarios worldwide over the next 15 years. The overview is broken into megatrends, game changers, and potential alternative scenarios. It delineates those regions and issues that may hold both the greatest opportunities and the greatest risks in the future.

Free Investing Is the New Free Checking

Investment services are increasingly available for free, but what does that really mean?

Skills That Separate You as an Investment Manager: Scaling

An overlooked skill that separates you from other analysts is the ability to use a multitude of scales to lead to deeper understanding of an investment.

Upside Volatility Is Rising, along with Fixed-Income Leverage

Investors who are primarily concerned about avoiding permanent losses would do well to analyze mounting fixed income leverage and remember the true meaning of risk.

Robo-Advisers: Opportunity or Threat? (Online Forum)

To offer guidance and insight about current changes in the investment advisory industry, the Future of Finance initiative at CFA Institute has assembled a panel of experts to discuss the implications and potential effects of robo-advisers on the marketplace.

Two Questions I Am Asking to Survive This Market

With markets exhibiting notable volatility, I would urge all enterprising investors to focus on two important questions that may lead to greater understanding.

An Insider’s View of the Scottish Secession Vote (Podcast)

The Scottish succession vote seems to be emotionally driven, not fact driven.



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