Practical analysis for investment professionals

CFA Institute Conferences


How Many of Our Successes and Failures Should Be Attributed to Luck?

How many stock pickers who outperform this year will beat a dart board next year? The answer depends upon whether luck or skill had more to do with their results.

Tools for Handling the Psychology of Family Governance and Intergenerational Wealth Transfer

Money and stress often go hand-in-hand, and advisers are often called upon to help couples and families navigate the thorny emotions surrounding personal finances and wealth transfer

Asness: Shiller P/E is Signaling Risk of Another Lost Decade for US Stocks

With the Shiller P/E for the S&P 500 currently standing at a 21.5 (approximately 30% higher than its long-term average), many value investors, including Cliff Asness of AQR Capital Management, have adopted a cautious stance toward US stocks.

The Next US President and His Geopolitical Challenges

Willis Sparks, an analyst in the global macro practice at Eurasia Group, a global political risk research and consulting firm, recently laid out some of the political fault lines that will shape politics and international finance in the coming years.

James Grant: “Interest Rates Have Fallen, and They Can’t Get Up”

Bond market maven James Grant gives a “cook’s tour” of the “reigning errors and foibles” that are being made in today’s bond markets and that have led us astray in committing capital.

Robert Merton: A New Approach for Macrofinancial Risks

Nobel laureate Robert C. Merton challenged traditional models used by investors to measure sovereign and financial system credit risk and instead proposes an alternative framework.

Is There a Bubble in High-Yield Bonds? No!

Martin Fridson, CFA, lays out — and dismantles — some typical arguments pundits have recently used to call the high-yield market a bubble.

Felix Zulauf: Eurozone on Track to Be the Shortest Currency Union in History

Felix Zulauf, president of Zulauf Asset Management AG, highlighted slowing growth in China and believes the eurozone is on track to be the shortest currency union in history.

Europe’s Economy and the Way Forward

Economist Anatole Kaletsky downplays the real economic importance of Europe to the global economy and believes there is a chance that Germany might even leave the eurozone to ensure the euro’s survival as a currency.

Hong Kong Rising

Hong Kong, which will host the CFA Institute Asia Pacific Investment Conference, has experienced a financial renaissance fueled by the vibrancy of Asia’s economies and Hong Kong’s role linking China with the West, even as U.S. and European economies have struggled.



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