Practical analysis for investment professionals
Weekend Reads: When in Rome . . .

Feeling somewhat wistful this week, Lauren Foster found herself drawn — yet again — to the opening sentences of a beautiful Pico Iyer essay. Iyer's words are a reminder of why it's important not to lose one's sense of adventure.

Book Review: Household Finance

Household finance was once the investment and planning wallflower, but this is no longer the case. Stacked vertically, these three tomes, numbering about 1,000 pages each, could well serve as a footstool. And just as a footstool provides access to something otherwise out of reach, this extensive collection affords readers access to a rich chronology of developments in this field hitherto dispersed in academic journals.

Finding Faith in Value after All These Years

The appearance of a new valuation paradigm awakens childhood fears in Will Ortel, who parses them with the help of the Annual Ben Graham Value Investing Conference IV.

Emerging Market Equities: Unloved and Under-Owned

“Emerging market equities [have] a history of headlines — mostly negative — and volatility,” said Devan Kaloo, head of global emerging markets equities at Aberdeen Asset Management. Yet there is reason for optimism, especially for those value investors who dive deeply into the fundamentals, which may be turning positive, Kaloo told attendees at the 70th CFA Institute Annual Conference.

Investing in Family-Controlled Businesses: Benefits and Risks

Is the potential value of family-controlled businesses overlooked by investors or are these firms better off ignored? A panel at the Ben Graham Value Conference IV, hosted by CFA Society New York, discussed these firms and why they might be worth investing in. Robert Del Mauro explores key takeaways.

The Renminbi: Don’t Bet on a Big Plunge

A devaluation of the RMB does not serve China's interests, writes Henry To, CFA. In fact, To believes the RMB will hold steady against the dollar for the rest of 2017, and he lists three reasons why.

Weekend Reads: New York City Transit Woes and “Communal Panic Attack”

Now is the summer of our discontent in New York City, the "Summer of Hell," as New York governor Andrew Cuomo calls it.

Book Review: How to Make Money with Global Macro

Global macro is as much an exercise in navigating the political economy as it is an alternative investment strategy. Practitioners must recognize its limitations and remember that change is the one constant.

Carbon Free? Really?

In the final analysis, can we truly measure the emissions of our portfolio? Or understand what the actual “carbon footprint” is? No, not really, says Christopher K. Merker, CFA, but it is becoming easier.

Eugene Fama: Stick with Basic Factors

Have the advances in technology, computing power, and data made the markets more efficient? It’s “not clear,” according to Nobel laureate Eugene Fama.



By continuing to use the site, you agree to the use of cookies. more information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.

Close