Search results for: modern portfolio theory

All the recent market scares have been driven by the same implied menace. Whether it’s another round of anxiety about Greece, another head fake by the US Federal Reserve on raising rates, or fears about China’s economy, investors appear to be nervous about a major correction, downturn, or crash. But what if the real danger were of a very different sort?

Recent events have challenged traditional economic theory about low (and negative) interest rates. Is it a brief aberration or the beginning of an unfamiliar and potentially treacherous new normal?

In this examination of the life and investment strategies of John Maynard Keynes, the author argues that the great economist and risk-taking investor believed that it is best to put your investing on autopilot with a sound plan that meets your goals — revisiting it once a year — and then go out and live your life.

This highly engaging book will be warmly received by a wide audience. Anyone teaching entry-level finance should consider adopting it, and practitioners will be well rewarded by a close reading. It belongs on the front shelves of pension and endowment managers, who should read and reread the chapters on hedge funds, real estate, commodities, and private equity.

Looking for a framework for determining investment strategy selection and assessment? Choosing your investment opportunities simply comes down to the FACTS.

Beyond traditional investment analysis and the relatively modern analysis of environmental, social, and governance (ESG) issues lies social network analysis (SNA), which promises to help inform investment decisions. But what is SNA and how and why can it inform investment decisions in start-ups? To answer these questions CFA Institute interviewed Murat Ünal, DBA.

Some of the most fascinating presentations this year covered the limits of fundamental analysis, took issue with the utility of hedge funds, and highlighted the "economics of good and evil."

Among the many things that my years in finance have taught me is that the more well-rounded you are, the better you are as a financial professional. Investing demands that you be a polymath — knowing a lot about many things (including nonfinancial topics) and how those things interconnect into an organic whole. In shaping my mind to be a better financial pro, here are some of the books that I read that changed how I perceive and understand the world.

I don't know about you, but to me it seems as if summer flew by. Here in the United States, Labor Day — the symbolic end of summer — is just around the corner. With that in mind, I thought I'd do something a little different this week: before I recap some of the most interesting content I've come across recently, here's an ode to summer.

For centuries many of the world's leading investment thinkers have struggled to articulate the difference between "investing" and "speculating." We've assembled a panel of leading investment practitioners to discuss the issue in our inaugural online forum.