CFA Institute Annual Conference
What Enterprising Investor articles most resonated with readers in 2020?
"The best way that you can be a decision maker in this type of environment is not to demand certainty."
Don't abandon valuation fundamentals during the COVID-19 crisis, says Aswath Damodaran.
“Superior investing has to come from correct idiosyncratic decisions,” says Howards Marks, CFA.
“There is only one thing that keeps us up at night and could topple the economy into a big recession," says PIMCO's Geraldine Sundstrom. "That is a trade war."
Roger G. Ibbotson thinks investors should maximize their returns with a strategy that hinges on popularity.
“What we learned from 2008 was that it’s not the size of the losses per se, but rather where the losses sit in the financial system,” says Adam Tooze.
Bad incentives lead to bad results, Daniel Brocklebank, CFA, observed at the 72nd CFA Institute Annual Conference.
Does your curriculum vitae (CV) pass the six-second test?
Investment management is evolving into three distinct branches, says Ronald N. Kahn: indexing, smart beta/factor investing, and pure alpha.