Practical analysis for investment professionals

equities


Equities May Not Deserve Their Bad Rap

Gerry Fowler, CFA, shares some of this thoughts on the outlook for 2013.

Take 15: Making the Case for Equities (Video)

Jeremy J. Siegel asserts that historical asset class returns, the prospect for continued strength in corporate earnings, and current valuation levels all support the case for investment in equities.

Take 15: The Value of Constructive Dissonance (Video)

John Linehan, CFA, head of U.S. equities and portfolio manager at T. Rowe Price, describes his firm’s investment philosophy and the value of “constructive dissonance,” and discusses why maintaining a global perspective is more important than ever.

Does the US Presidential Election Impact the Stock Market?

Depending on who you talk to, or which articles and headlines you read, the responses run the gamut. Here's a quick summary of some of the most recent research on how presidential politics impacts equities.

Fact File: S&P 500 Sigma Events

A seemingly endless battle is waged between believers in the efficient market hypothesis, such as Eugene Fama, and believers in behavioral finance, such as Daniel Kahneman. Regardless of your perspective, an analysis of the S&P 500’s history of sigma events provides an interesting field for the battle to be waged.

Take 15: Investing Globally: The Rise of the Middle Class

John P. Calamos, Sr., discusses the rise of the middle class in emerging markets and what investors in these markets should focus on.

13F Watch: Bullish on Consumer Staples and Health Care Stocks, Bearish on Technology and Energy

Based on a review of the aggregate filings for the second quarter of 2012, institutional investors added to their holdings in consumer staples and health care stocks while reducing their exposure to the technology and energy sectors.

Poll: Are High-Frequency Trading Reforms Needed?

In a poll conducted earlier this week, CFA Institute asked its members if tighter regulation of high-frequency trading would meaningfully reduce technical glitches in the stock market. Not surprisingly, nearly two-thirds of respondents thought that tighter regulations would indeed be effective.

Silver Medal or Bronze? Understanding Pride, Regret, and Counterfactual Thinking

Due to a phenomenon known as counterfactual thinking, silver medalists are often less happy than Olympians who capture the bronze. Studies show that counterfactual thinking can also influence how finance professionals pick stocks.

Reformed Broker: Five Reasons We Hate the Stock Market (And One Reason Why It’s No Sign of a Bottom)

Well-known blogger Joshua Brown, a.k.a The Reformed Broker, recently offered five reasons why Americans are fleeing the stock market. While he makes some sound points, he neglected to account for one key factor affecting stock market performance in the last few decades: the bubble in demand for equities created by Baby Boomers.



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