Practical analysis for investment professionals

Fixed Income


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.

Weekend Reads for Investors: Tread Water Edition

Jason Voss, CFA provides his selections for Weekend Reads for Investors. This week's stories are critical of finance's love of squishy statistics, employers that keep their talented employees down, and the usefulness of GDP as an economic measure.

Where Markets Fail: Markets Assume Fungibility

Markets are useful but imperfect, says Jason Voss, CFA. One imperfection is that they assume fungibility. Assuming that a dollar spent on one thing is equivalent to a dollar spent on something else has serious consequences for investors.

Book Review: Financial Crisis, Contagion, and Containment

In a sweeping survey of the financial crises that shook East Asia and other developing countries, the author explores the compatibility of emerging market economies with inherently volatile global financial markets.

Book Review: Too Little, Too Late

The book is a collection of 15 papers on the current challenges in sovereign debt restructuring and alternatives for resolving them. For investment analysts, it is a valuable resource of systematic analysis, insight, and data on an increasingly important topic.

Fundamental Indexing in the Bond Market: An Interview with Lidia Bolla, CFA

Lidia Bolla, CFA, takes the basic model of factor exposure and applies it to the concept of fundamental indexing in the bond market in her new article, "Fundamental Indexing in the Global Bond Markets: The Risk Exposure Explains It All." She discusses her findings in an interview with Ron Rimkus, CFA.

Top Five Articles from February: Buffett, Bernanke, and the Trials of Decision Making

Highlights from February include a guide to better decision making by Lauren Foster; an analysis of how to assimilate market sentiment and crowd psychology to make intelligent investment decisions from Greg Blotnick, CFA; a Todd Wenning, CFA, review of Yefei Lu's take on the unparalleled investment mind of Warren Buffett; a synopsis of Ben Bernanke's recent insights on the economy from John Bowman, CFA; and a discussion of the meaning behind labels like "emerging" and "frontier" market as analyzed by Will Ortel.

Where Active Management Can Win

Active fund management is alive, thriving, and adding value across trillions of dollars of assets worldwide.

Lessons from CFOs: When Refinancing Makes Sense

A new calculation tool can help determine if it's the right time for clients to refinance. Paul Fennell explains.

Decision Making amid Uncertainty: Six Steps to Improve Your Process

Uncertainty is everywhere. So how do you navigate it? Lauren Foster provides some helpful tips courtesy of Ben Carlson, CFA.



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