Practical analysis for investment professionals
Blood in the Streets? New Survey Reflects Financial Professionals’ Somber Outlook for 2012

As John D. Rockefeller famously said, “The way to make money is to buy when blood is running in the streets.” A new survey of CFA charterholders (PDF), released today, reflects a level of… READ MORE ›

Getting Your Arms — And Those Of Your Clients — Around Effective Philanthropy

Pop quiz: If your client wants to talk to you about effective giving strategies, are you equipped to handle the discussion?

If not, consider this: Wealthy clients are increasingly expecting their advisers to talk about philanthropy. According to the READ MORE ›

Take 15: High-Frequency Trading, Flow Toxicity, and the Flash Crash

At the Asian Finance Association Conference in Macao SAR, China, Dr. Maureen O’Hara, an expert in market microstructure and trading, discusses high-frequency markets, algorithmic trading, flow toxicity, and differential access to price information in Asia, as well as the flash crash and market fragmentation.

The Potential European Debt Crisis You Are Not Hearing About

The European sovereign debt crisis has been occupying a disproportionate amount of investor mindshare over these past many months. Yet there is another potential debt crisis in Europe that is receiving… READ MORE ›

Take 15: Evolution of Risk Reporting

Clients are demanding increased risk monitoring and control capabilities across all asset types. This session reveals the latest trends in risk reporting, which lead to increased transparency and control exposures.

The Search for Value Continues

Thought leaders from academia and industry were in New York recently for two days of engaging discourse at a conference on Security Analysis and the Search for… READ MORE ›

Lessons in Leadership: The Case for Servant Leadership in Finance

The financial crisis has its roots not only in bets on risky assets but also in corporate culture. At a basic cultural level, the global credit crisis demonstrates that we have lost have our way and created a toxicity… READ MORE ›

Book Reviews: Swindlers

Effective 1 January 2011, the International Financial Reporting Standards (IFRS) became mandatory for Canadian public companies. Proponents of IFRS adoption argued that it would enhance global comparability of financial statements. The authors of Swindlers: Cons & Cheats and How to Protect Your Investments from Them argue, on the contrary, that “differences in laws, regulations, taxes, cultures, education, ethics, training, traditions, enforcement, and optimism make uniformity an opium dream.”

Competitive Currency Devaluation: The Feeding Frenzy

That the world is grossly overindebted is perhaps an obvious point. But by how much — and why — are less clear. Today total global debt stands at approximately $150 trillion, or 194% of global gross domestic product. And… READ MORE ›

Take 15: Sovereign Credit Risk and Market Turmoil: Challenges for China’s Economic Policies

Jing Ulrich discusses the economic situation in China, the challenges for policymakers, the development of China’s capital markets, and the management of trillions of dollars of foreign exchange reserve assets in the context of heightened sovereign credit risk and… READ MORE ›



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