Practical analysis for investment professionals

Economics


US Tax Reform: Taking Care of Business

As 2017 enters its final quarter, the White House and US Congress are trying to tackle a key Republican pledge from the 2016 elections: comprehensive tax reform. A major aspect of the preliminary proposal: a reduction in corporate tax rates. Joachim Klement, CFA, explores the potential costs and benefits of such a policy in the first installment of his two-part analysis of US tax reform.

Is Fund Research Capitalism’s Weakest Link?

The future of capitalism depends on how well we invest, says Hansi Mehrotra, CFA.

Four Headwinds to Economic Growth, Says Dallas Fed Chief

"I don't see GDP growth running away from us," Robert S. Kaplan said. "In fact, if we don't take wise actions from a policy point of view, I actually think potential GDP is likely to trend lower over the next number of years from where it is now."

Weekend Reads for Investors: On the Road Edition

Risk intelligence, the importance of meditation for investment pros, and dynamical dark energy are just some of the topics covered in this week's Weekend Reads for Investors, curated by Jason Voss, CFA.

Four Lessons from the CFA Society New York 80th Anniversary Dinner

Ultimately, the core of our profession’s success will be continuing education, says Bjorn Forfang.

The Wrong Debate: Four Lessons from the Insurance Industry

The asset management industry is at an inflection point. Learning clients’ goals, considering the whole picture, understanding their risk profiles, and using their unique objectives to create custom benchmarks are far better uses of time than debating the merits of active vs. passive investing, quarterly returns, or any of the other issues that are secondary to helping secure a brighter future for our clients.

“Same Side Selling” to Improve Trust and Opportunities

Why do so many avoid seeking financial advice? It comes down to trust, says Isaac Presley, CFA.

Nobel Laureate Richard H. Thaler on the End of Behavioral Finance

Richard H. Thaler, the US economist who elevated the word “nudge” from transitive verb to political catchphrase, can now add “Nobel laureate” to his impressive biography. Lauren Foster discusses Thaler's contributions to the field of economics.

Is Investment Expense a Proxy for Good Governance?

Americans are a cost-conscious lot. We all like a good deal. And that's become especially clear when it comes to investing. In almost every governance survey of asset owners, investment expenses have emerged as one of the top three concerns.

When Does Volatility Equal Risk?

The right question isn't whether volatility equals risk, says Gary Mishuris, CFA. Rather, the right question to ask is: When does volatility equal risk?



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