Practical analysis for investment professionals

economics


Howard Marks, CFA: Getting the Odds on Your Side

What are two of the most important things an investor needs to do to succeed? Howard Marks, CFA, offered his perspective.

C-Suite Talks: Bill Browder

Were it a work of fiction, Bill Browder's story would stretch the bounds of credibility well beyond the breaking point.

Book Review: Mastering the Market Cycle

Howard Marks, CFA, explains why market cycles are largely driven by human psychology and behaviors.

Diversification: High Dispersion Beats Low Correlation

When advisers talk about diversification their go-to variable is correlation. That's a mistake.

10 Open Questions for All Professional Investors

The investment profession has some pretty intense open questions.

Building Investor Resilience in a Downturn

Building resilience in a downturn requires all investors to assess the quality of the recessionary environment and to understand the risks they bear and their capacity to bear them.

Best Does Not Mean Optimal

You are not acting in the client’s best interest if you build them a portfolio that they won't stick with over the long run.

Robert J. Shiller on Bubbles, Reflexivity, and Narrative Economics

Robert J. Shiller has shown remarkable prescience over the years. And with talk of inverted yield curves, overvalued stock markets, and imminent recession, the present struck us as an opportune time to see what was on his mind.

Analyzing Mr. Market’s Sense of Priority

How do we decipher what Mr. Market's priorities are?

Adapting to Disruption: The Investment Industry’s New Normal

The challenges confronting finance today are really opportunities to bring positive change to the industry, according to a panel of experts at the 2018 CFA Institute European Investment Conference.



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