CFA Institute Conferences
Economist and political scientist Olof Granstrom encounters many common misconceptions about the state of the world.
The leading Enterprising Investor articles from 2019 feature insights from some of the top luminaries in all of finance.
Heather Brilliant, CFA, defines engagement as “proactively, constructively, and collaboratively engaging with the management teams of the companies in which we invest.”
Mary Jane McQuillen believes ESG concerns are central to, not separate from, the investment decision-making process.
Richard H. Clarida discussed what he calls "an evolution in Fed communication."
Behavioral finance expert Daniel Crosby says there are four types of behavioral biases.
“People tend to think rules don’t change, but in financials, they’ve clearly evolved,” says Thomas J. Lee, CFA.
Aswath Damodaran has a blunt message for companies considering an acquisition: "Don't do it."
"Alternative data is far more important to our community than artificial intelligence,” Ashby Monk, PhD, says.
“Most people tell me that long-run equity valuation data is meaningless," says Russell Napier. "I think they’re wrong.”