What do practitioners need to know about financial market history? Nathan Jaye, CFA, interviews David Chambers and Elroy Dimson, editors of Financial Market History: Reflections on the Past for Investors Today, for their insights on this question.
A defense of modern portfolio theory (MPT) by Nathan Erickson, CFA, CAIA, and Richard Stott; Nicolas Rabener's analysis of the value of factor investing; and an examination of the non-retirement phenomenon by Barbara Stewart, CFA, were among the leading posts from last month.
What is finance, where does it come from, and why does it matter? William N. Goetzmann addressed these questions in his presentation at the CFA Institute: 62nd Financial Analysts Seminar, leading participants on a tour through financial history.
The Historic Stocks Market (HSTM) Index tracks the auction prices of 100 "representative" share and bond certificates. It represents the full scope of scripophily — the collection and study of old stock and bond certificates — Jeremy Monk explains.
In this extensive review of the history of finance, William Goetzmann covers the evolution of finance from ancient times to today, historic contributions to the financial system from around the world, and the ways the finance industry has affected the world around it. Interwoven throughout the rigorous history lesson are excellent practical suggestions for today’s investment practitioners based on Goetzmann’s analysis of the events of the past.
This book introduces the reader to 50 noteworthy personages in numerous facets of finance, from before the Common Era to the present day. The author covers a wide and diverse history of characters that includes academics, philosophers, economists, practitioners, and reprobates. This slender volume makes for an entertaining read that may elicit further interest in the many and varied subjects on which it touches.
This deeply analytical look at a long-forgotten financial instrument informs our response to the looming retirement crisis in a way that no other book does. It should be read — with pleasure — by anyone with a personal or policy interest in this vital area.
So what are you missing if — like many people — you've been ignoring financial history? Here are three things that may awaken your interest.
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