Practical analysis for investment professionals

CFA Institute Conferences


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."

Andrew W. Lo: To Survive Adaptive Markets, Look to Biology

Andrew W. Lo explained how insights from biology can address the shortcomings of the efficient market hypothesis (EMH).

Building an Inclusive Work Culture

What does a culture of inclusion look like?

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.

Leveraging Active Investing with Small-Cap Stocks

Elizabeth M. Lilly, CFA, thinks that small-cap stock investing is an excellent way to leverage active management. If you do the research.

All Roads Lead to China and Emerging Markets

"We are in a land of pure imagination," when it comes to US equities, says Mark Yusko. “We have been on an escalator up and will be taking an elevator down.” Investors need to look to China and other emerging markets for returns.

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.



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