Practical analysis for investment professionals

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Weekend Reads for Investors: Holiday Edition

Jason Voss, CFA, curates a holiday edition of Weekend Reads for Investors. Selections examine the inefficiency of bitcoin, the momentum effects of market indices, how marketers manipulate you, and more.

Emerging Market Mindsets: Don’t Forget the Rest of the World

While best practices and ethical principles endure regardless of locality, they can be challenging to implement in underdeveloped markets where the operational framework may be quite different.

14 Perspectives on Finance, Markets, and Economies: Enhance Your #FinTwit Feed

Consider these 14 perspectives for a more complete view of the investment landscape.

George Friedman: A US Recession Is Imminent, So Watch Germany

George Friedman will be watching how one last piece of the global financial crisis plays out very carefully. Peter M.J. Gross explains.

Investment Strategies amid Uncertainty

“What do you do in today’s market?” Three panelists addressed that question in a discussion at the CFA Institute Alpha and Gender Diversity Conference. Susan Hoover provides a synopsis.

Weekend Reads for Investors: Pyramid Edition

Among the Weekend Reads selections from Jason Voss, CFA, are stories about China and Russia linking their currencies, the missing pieces of artificial intelligence (AI), and pyramids.

The Active-Pricing Conundrum in European Funds

European active managers look suspiciously expensive in comparison to their passive counterparts and are reflexively trying to justify or modify their prices. Chris Chancellor, CFA, explores some of their innovative new pricing strategies.

Government Influence: Spurring and Stalling Fintech

Fintech is forcing official policy makers to weigh the interests of consumers and corporations, while balancing the need for innovation and protection, in rewriting government rules and operating methods, Joshua Bateman, CAIA, CFA, reports.

Weekend Reads from India: Bharat 22, ETFs, and Maginot Lines

Passive investing in India, us vs. them behavioral traps, and the dangers of market timing are among the topics covered in the latest Weekend Reads from India, curated by Shreenivas Kunte, CFA.

Top Five Articles from August: The Market in Wartime, Sam Zell, Fund Names

Leading posts from August include Preston McSwain's call for more honest and accurate fee disclosures and performance reporting; an examination of Sam Zell's take on the economy by Julie Hammond, CFA; tips on how to ace job interviews by Julia VanDeren; Will Ortel's exploration of what's in a hedge fund name; and an analysis of capital markets during times of war by Mark Armbruster, CFA.



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