Practical analysis for investment professionals

Equity Investments


Best of 2017: Top Stories for Investors

Jason Voss, CFA, unveils his choices for investor stories of the year. The winner is a presentation about the oddities of exchange-traded funds (ETFs) that have gone unnoticed by investors and their advisers.

Pakistan: The Growing Pains of an Emerging Market

The key dilemmas facing Pakistan’s equity market — a small investor base, few new listings on the Pakistan Stock Exchange (PSX), and shrinking turnover — are tied to the lack of trust among investors and issuers as well as unnecessary compliance and tax burdens. It will take greater professionalism among the intermediaries and the rationalization of compliance and taxation by regulators and tax authorities to realize the market's potential.

Best of 2017: Financial Analysts Journal, CFA Digest, and In Practice

What can we learn from downloads of CFA Institute publications in 2017? Mark Harrison, CFA, sifts through the most popular CFA Institute Financial Analysts Journal articles as well as CFA Digest and In Practice summaries to uncover a few themes.

Top Five Articles from November: Equity Valuations, Amazon, Palm Oil

Eleven rules for equity valuations from James J. Valentine, CFA, as described by Paul McCaffrey; suggestions for evidence-based thinking in retirement plans by Isaac Presley, CFA; and Sloane Ortel's examination of how Amazon fits into the active vs. passive debate are among the top EI posts from November.

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.

Keep It Simple: 11 Rules for Equity Valuations

James J. Valentine, CFA, shared his 11 rules for equity valuations and setting price targets at the CFA Institute Conference: Equity Research and Valuation 2017. Paul McCaffrey provides a synopsis.

In Practice Summary: Managing Sequence Risk to Optimize Retirement Income

You arrive at your retirement day with a sizeable retirement fund. But then what? Some theorize that this is the point when there is the greatest risk of failure in your lifelong savings strategy. This edition of In Practice summarizes an innovative solution to this dilemma curated from new research from Cass Business School, London.

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.

Top Five Articles from October: Thaler, Trillion-Dollar Coins, Volatility

An unorthodox solution to the US retirement crisis from Sloane Ortel; a discussion of Nobel laureate Richard H. Thaler's contributions to economics by Lauren Foster; and an analysis of the value of self-awareness by Jim Ware, CFA, are among the top EI posts from October.



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