Practical analysis for investment professionals


Weekend Reads for Investors: Topsy-Turvy Edition

This week's edition of Weekend Reads from Jason Voss, CFA, features stories about the need for real economic theories based on data, how to restructure your mind, and ethics in Silicon Valley, among other topics.

Turning Points: Janet Yellen vs. the World

The US Federal Reserve has offered conflicting messages on interest rates ahead of the Federal Open Market Committee (FOMC) meeting next week. Ron Rimkus, CFA, tries to make sense of the noise and offers a wrap-up of other key issues affecting global markets for fundamental investors.

Top Five Articles from June: Brexit, Damodaran, and Dumb Alpha

Standout stories from the last month include the latest entry in the Alpha Wounds series by Jason Voss, CFA, in which he analyzes the lack of independent judgment among active managers; Matthew Borin's examination of the recent Brexit vote and its fallout; and Ron Surz's piece explaining how successful advisers are like successful waiters.

Post-Brexit: Tools to Reset Your Narrative

However bad you think a given development is, it is worth remembering that the productive step is to put your focus in a positive place. Real businesses were built during the Great Depression. People made money during the financial crisis. Despite myriad predictions to the contrary, the sun still rises every day in the east.

The Brexit Results: What Happened, What’s Next?

The United Kingdom’s official exit from the European Union (EU) will be a long and uncertain process. Article 50 of the Lisbon Treaty governs a departure from the union, but provides few guidelines.

Survey Anticipates Negative Brexit Effect

Though the post-Brexit referendum era is still in its early stages, the initial developments in the aftermath of the vote are in keeping with the results of a recent CFA Institute and the CFA Society of the UK survey.

Brexit: Should They Stay or Should They Go?

What is the upcoming Brexit referendum all about? Is the United Kingdom better off staying in or leaving the European Union (EU)? Does it even matter? For insight on these questions, we polled CFA institute Financial NewsBrief readers.

Book Review: Europe’s Orphan

Europe's Orphan: The Future of the Euro and the Politics of Debt is a spirited defense and a thoughtful reinterpretation of the eurozone’s unpromising recent history, writes reviewer Mark Harrison, CFA.

Are Investors Expecting Too Much from Infrastructure?

Infrastructure is seen as an attractive proposition, not only because of its (in some sectors) double-digit returns in a low-yield environment but also because it offers diversification opportunities coupled with reliable earnings and consistent cash flows. Infrastructure can also be used for liability matching and inflation hedging (given that inflation tends to be built into the revenue stream of projects).

Best of 2015: Economics, Innovations, and Magic Leap

Every year at this time, we reflect back on the events of the last 12 months and take inventory. Last year I remarked that the status quo is shifting, meaning the policy-driven, post-2008 crisis world had reached an important turning point and was in transition from one set of norms to another. Perhaps the most remarkable thing about this year's retrospective is that it is awfully similar to last year's. In other words, 2015 remained a period of transition.

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