Practical analysis for investment professionals
Take 15: The Case for Investing in Africa

Clifford D. Mpare, CFA, discusses which African nations have the most improved macro environments and how these factors can support equity investments. Mr. Mpare also explores valuation of African equities including long-term trends, sectors of interest, and company case studies, as well as the importance of diversification.

Felix Zulauf Revisits His Predictions, Sees More Trouble Ahead

Last May, at the 64th CFA Institute Annual Conference in Edinburgh, Scotland, veteran investor Felix Zulauf laid out a number of bearish predictions that have largely proved to be on the money. Now that six months have passed — and with so much happening in the world — we thought it was a good time to review his predictions and get a fresh update on his outlook for the economy and financial markets.

Helping Clients Monetize Privately Owned Businesses

Starting a private business could put you on the path to untold riches. But it could also land you in a precarious financial position.

Occupy Wall Street and Islamic Finance: Economic Justice Is Enticing — But Elusive

Both OWS movement and Islamic finance aspire to reduce economic injustice but experience of Islamic financial sector shows that economic justice is enticing but elusive.

Book Review: Ben Graham Was a Quant

The roots of value investing can be traced back to the 1934 publication of Benjamin Graham and David Dodd’s classic, Security Analysis. Graham later disseminated his views to the general public in the highly regarded book The Intelligent Investor. The influence of Graham’s methodology is indisputable. His disciples represent a virtual who’s who of value investors, including Warren Buffett, Bill Ruane, and Walter Schloss. As a measure of his enduring impact on the field, a search of “Benjamin Graham” on Amazon.com yields more than 900 results concerning Graham’s writings and works about his investment philosophy. Given the success of the master and his students, it is no wonder that Graham remains an investor of immense interest to practitioners.

Equities Roundup

As global stock markets closed out a rather disappointing 2011, there was no shortage of stories to catch the attention of equity investors.

Prepaid Variable Forwards: Hedging Risk and Deferring Taxes

Think of the name Lauder and the first thing that probably comes to mind is cosmetics. But mention the family to a savvy tax and estates attorney, or a financial adviser who is adept at arranging tax-advantaged transactions, and you may be surprised to hear the words “prepaid variable forward contract.”

Just Released: CFA Magazine (January/February 2012)

After a decade of outperformance, have inflation-linked bonds reached a tipping point? This issue’s cover story examines recent developments with TIPS, including what investors… READ MORE ›

Take 15: The Risk Factors and Economic Impact behind Commercial and Sovereign Debt

Stephen G. Cecchetti discusses commercial bank leverage, calculating risk weightings, and the long-term effects of excessive sovereign debt.

Private Wealth Roundup: The Eurozone Crisis

While the eurozone crisis dominated the news in recent weeks, there were plenty of other articles on topics of interest to wealth advisers and their clients.



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