Portfolio Management

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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. Read more

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Book Review: The FinTech Book

Book Review: The FinTech Book

In this book, a wide range of topics in the financial technology (fintech) space — including lending, payments, remittances, capital and investments, compliance, analytics, security, identity, cryptocurrencies, blockchain technology, behavioral biometrics, important fintech hubs, collaborations, and the API (application programming interface) economy — are addressed. This cross-discipline, hands-on, and comprehensive compendium can benefit all players within fintech, including investors, entrepreneurs, incumbent institutions, and regulators. Read more

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The Older Population: Where the Money Is

The Older Population: Where the Money Is

“Why on earth worry about demographics?” asked Clint R. Laurent, founder and CEO of Global Demographic. Because “Demographics change quietly in the background,” he explained. “Suddenly, the target market that you thought Company X was going to do well in no longer exists.” Laurent identifies four key demographic trends that investors should keep in mind. Read more

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Ben Bernanke: An Insider’s Take on the Economy

It was just shy of two weeks since President Donald Trump’s inauguration when former US Federal Reserve chair Ben Bernanke took to the podium at the CFA Society Boston’s 31st Annual Market Dinner. His presentation covered a broad range of topics, from the current state of macroeconomics, regulation, and policy, to financial stability and the geopolitical climate at large. John Bowman, CFA, shares a few key takeaways from his speech and the subsequent question-and-answer session. Read more

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