Practical analysis for investment professionals

Economics


Geopolitical Uncertainty in Investing: Plan for Every Scenario

Politics and geopolitics are polarizing and confusing. Yet it is critical that investors integrate such criteria into their analysis, according to Willis Sparks.

US Economy: Swimming with the Tide?

Warren Buffett once said, “You only find out who is swimming naked when the tide goes out.” Could the tide be receding for the US economy? Ron Rimkus, CFA, explores the question.

Can Infrastructure Investing Deliver?

More infrastructure spending could open up significant opportunities for core infrastructure companies and related businesses, propelling US equity indexes higher, writes Sherree DeCovny.

Emerging Market Equities: Unloved and Under-Owned

“Emerging market equities [have] a history of headlines — mostly negative — and volatility,” said Devan Kaloo, head of global emerging markets equities at Aberdeen Asset Management. Yet there is reason for optimism, especially for those value investors who dive deeply into the fundamentals, which may be turning positive, Kaloo told attendees at the 70th CFA Institute Annual Conference.

Investing in Family-Controlled Businesses: Benefits and Risks

Is the potential value of family-controlled businesses overlooked by investors or are these firms better off ignored? A panel at the Ben Graham Value Conference IV, hosted by CFA Society New York, discussed these firms and why they might be worth investing in. Robert Del Mauro explores key takeaways.

The Renminbi: Don’t Bet on a Big Plunge

A devaluation of the RMB does not serve China's interests, writes Henry To, CFA. In fact, To believes the RMB will hold steady against the dollar for the rest of 2017, and he lists three reasons why.

Book Review: How to Make Money with Global Macro

Global macro is as much an exercise in navigating the political economy as it is an alternative investment strategy. Practitioners must recognize its limitations and remember that change is the one constant.

Eugene Fama: Stick with Basic Factors

Have the advances in technology, computing power, and data made the markets more efficient? It’s “not clear,” according to Nobel laureate Eugene Fama.

Seven Questions for Better Conversations

Better conversations lead to better relationships, says Isaac Presley, CFA. To achieve that, you must talk less. And when you do speak, ask great questions.

Weekend Reads for Investors: Wake Up from the Summer Doldrums Edition

Jason Voss, CFA, provides his picks for Weekend Reads for Investors. This edition curates stories on the potential repeal of the tax deduction corporations in the United States receive on debt payments, the end of Big Oil, how we can recognize machine consciousness, and more.



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