Portfolio Management
What are the building blocks, the practical strategies, with which investment professionals can establish client relationships based on authentic trust? A new Future of Finance study has some answers. Robert Stammers, CFA, explains.
Where are exchange-traded funds (ETFs) headed in Canada and around the world? Peter Haynes, CFA, weighs in.
Recent market bullishness could be masking unfavorable longer-term trends for registered investment advisers (RIAs).
"Integrating ESG certainly does not harm and, in fact, is additive to value generation," says Andrew Parry of Hermes Investment Management.
Much of what you think you know about the Kelly criterion is wrong, writes Alon Bochman, CFA.
In Keeping Your Dividend Edge, Todd Wenning, CFA, describes the new market environment that necessitates a revised approach for selecting and monitoring dividend-paying stocks.
What is the effect on portfolio returns when the commodity futures market as a whole is in backwardation or contango during recessions and during unexpected inflation?
"Regret is probably the greatest enemy of good decision making in personal finance," Daniel Kahneman says.
India’s economy will experience the ordinary progress of a century over the next decade.
Loss aversion may not influence investment decision making as much as we think, says David Gal.