Practical analysis for investment professionals

CFA Institute Conferences


Four Behavioral Biases — and How to Fight Them

Behavioral finance expert Daniel Crosby says there are four types of behavioral biases.

Ashby Monk on Alternative Data’s Potential

"Alternative data is far more important to our community than artificial intelligence,” Ashby Monk, PhD, says.

Humans vs. Machines: The Stress Management Edge

The battle between human intelligence and artificial intelligence (AI) may come down to whether humans can successfully manage chronic stress.

An Unconstrained Approach to Global Bond Investing

BlackRock's Marilyn Watson is optimistic about opportunities in global bond markets, despite significant challenges in the current interest rate environment.

Fixed Income: “Take What the Market Gives You”

"The thing about fixed income is avoiding the downside," says PGIM's Gregory Roberts. "We get penalized for losses and get very little for getting things right."

Asia Rising: China and India in the Next Decade

China and India will be two of the three largest economies in the world by 2025. But Haiyan Wang says the countries have particular forces to harness and barriers to overcome to realize their full potential.

Paul Smith, CFA: Purpose, Professionalism, and the Rise of Trust

"At its best, capitalism with purpose creates value that is broadly apparent and commonly appreciated," says CFA Institute president and CEO Paul Smith, CFA. "We need to press for more of that today."

Weekend Reads for Investors: From Hong Kong Edition

Jason Voss, CFA, curates articles about China's current account deficit, whether men are hardwired to take risks, lazy fund managers, and more.

Top 10 Posts from 2017: Markets during War, Rules for Equity Valuations, LinkedIn Tips

What were the articles of the year on Enterprising Investor? The 10 leading posts covered a broad spectrum of subjects, from interviewing and cover letter tips, to how to optimize decision making and better understand blockchain technology. They were authored by some of the most influential thinkers in finance, including Michael Batnick, CFA, and Ben Carlson, CFA, and together offer an illuminating view into the state of the investment profession in 2017.

Another “Doomsday Moment” for High-Yield Strategies

Risk in high-yield markets is as high as it has ever been, according to Jochen Felsenheimer.