Practical analysis for investment professionals

Economics


Weekend Reads for Investors: Super-Mega High-Quality Edition

Jason Voss, CFA, shares his picks for Weekend Reads for Investors. This edition features stories about the dangers of exchange-traded funds (ETFs), a better way to think about and model the human brain, and how the notion of superhuman artificial intelligence (AI) is farfetched.

The Retirement Gender Gap: Saving, Risk, and Guaranteed Income

“The big fear society has is your standard of living is going to drop dramatically [in retirement]. And that’s what clients come to you and ask for help on,” says Diane Garnick, chief income strategist and managing director for TIAA (Teachers Insurance and Annuity Association). So what does the retirement data say? One of the most worrisome trends is the gender retirement gap.

Weekend Reads: Getting Better with Age

Wisdom from John Bogle, a look at cryptocurrencies, and an exploration of the state of farmland in the United States are among the topics covered in this week's Weekend Reads from Will Ortel.

Book Review: Financial Crises, Liquidity, and the International Monetary System

In this reprint of a collection of lectures, the Nobel Prize–winning author expounds on regional and international regulation and monetary and fiscal policy, as well as a host of other economic topics. His insights predate but point toward the recent global financial crisis, and his guidance is timely and critical for a global economy still facing the fallout from the crisis.

Weekend Reads: Open Offices, Gigs Revisited, Snapchat Falls Flat

The open-office environment is all the rage these days. But does it accomplish what it sets out to? Paul McCaffrey explores this question, the gig economy, Snapchat's dismal showing, and more, in the latest Weekend Reads.

Book Review: Finance-Led Capitalism

Drawing on his extensive economics expertise, Robert Guttmann dives deeply into the topic of innovation as it relates to economic growth. The book is impressive in scope and groundbreaking in addressing both the positive and negative effects of financial innovation on society. The author discusses the global financial crisis as well as other historical financial crises to explore the ways innovation has enriched and endangered society.

Trust and Fiduciary Services: Questions to Consider

We are socialized to believe that we get what we pay for. In the case of trustee and planning services, does the lack of a stated fee imply to clients that these services have little value? Preston McSwain offers his perspective.

The Active Equity Renaissance: Behavioral Financial Markets

Jason Voss, CFA, and C. Thomas Howard have questioned many orthodoxies of modern portfolio theory (MPT). But what do they propose to take their place? Behavioral finance.

Book Review: Frontier Investor

Like their emerging market forebears, frontier markets present unique and profitable opportunities for those willing to do the hard work. A veteran of the emerging market and frontier market spaces, author Marko Dimitrijević, CFA, attempts to close the gap between misperception and reality regarding this part of the investment world. Not merely a primer on these markets, Frontier Investor offers a basic, succinct grounding in emerging market and frontier market attributes and the intellectual toolkit with which to approach them. Both experienced and novice investors will find the book’s reflections and guidance at once entertaining and useful.

Conscious Communication: Headline Speaking and Writing

You never expect to hear a client say, “I enjoy an inartfully delivered, vague, and winding message with digressions and personal updates about your private life.” And yet that's how some advisers communicate with them. Jim Ware, CFA, discusses the art of headline writing and speaking for effective communication.



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