Practical analysis for investment professionals

Coronavirus

Image of women with facemasks conducting transaction at supermarket

How will the coronavirus epidemic affect global markets? How should investment managers respond to the fast-shifting landscape? These and other related questions are explored in depth by Enterprising Investor contributors.

For more coronavirus-related content, visit the Coronavirus and Market Volatility hub at CFA Institute.

Image credit: ©Getty Images/zoranm


Fintechs in a Post-COVID 19 World: Targeting Gen Z?

How fintechs appeal to Gen Z now will have a lasting, maybe a defining impact.

The Path Ahead: Insights on the Economic Recovery

Despite the shock reverberating through the global economy, equity prices have maintained their upward trajectory. What explains this disconnect?

Monetary Policy Gone Wild: A Lost Generation of US Growth?

The Fed could be setting the US economy up for a harder fall down the road.

Living with Risk: The COVID-19 Iceberg

Utilitarian calculus is not the right lens through which to view the COVID-19 dilemma. It is the only lens.

AI and Big Data: Can They Guide Investors through the Pandemic?

The global pandemic is a rare opportunity to gauge how well AI and big data applications in investing have performed.

Creating Anti-Fragile Portfolios

Is a portfolio long or short volatility? That question is becoming more and more critical.

Gender Lens Equity Funds: The First Major Test

How did gender lends funds perform amid the pandemic and economic downturn of the first quarter?

ESG at a Tipping Point

ESG's growing prominence requires that investors expand their toolkits.

Stocks Turned Upside Down? The COVID-19 Beta Effect

Since equity markets peaked in February 2020, the underlying foundation of systematic risk has flipped on its head.

Investment Firm Culture: Three Keys to Employee Engagement

These factors drive motivation: Mastery or Excellence/Continuous Improvement, Autonomy, and Purpose.