Investment Idea Generation
Where do investment ideas come from? Joachim Klement, CFA, shares his process.
'Pataphysics is the hard-to-describe study of exceptions, and investment professionals are well served spending some time with it. Sloane Ortel explains.
With a combined market capitalization of $10 trillion, the Shenzhen and Shanghai stock exchanges are the second largest in the world, writes Tony Tan, DBA, CFA, and recent research demonstrates that, contrary to popular perception, they don't move in lockstep or mostly in response to macro factors. Investors searching for alpha cannot ignore them.
Earlier this week we polled CFA Institute Financial Newsbrief readers, asking, “To what degree do earnings estimates factor into your investment decision making?”
There is a growing regard for intuition as many successful investors, including George Soros, attribute their success to it. Here is why intuition is important.
David Houle, author of Entering the Shift Age, discusses some of the techniques he shares with CEOs for recontextualizing their world view.
Investing results unfold in the future, yet many investors spend all of their time analyzing facts. What can a leading futurist teach investors about forecasting?
Distinguished economist Noreena Hertz told attendees at the recent CFA Society of the UK Annual Conference that “active thinking” strategies can help neutralize the common cognitive errors that inhibit effective decisions.
A newly updated study of the market-beating stock recommendations posted to Value Investors Club, a private online community restricted to 250 elite money managers, provides further insights on why professional investors at rival firms may be motivated to share ideas and collaborate.
Anxiety is an instinctively powerful force that stands in the way of good investment decisions. Here are some timeless tips for overcoming its effects.