Practical analysis for investment professionals


Weekend Reads: Courage, Photography, and “History’s Lessons”

There are two words jousting in my mind: leadership and courage. I use "jousting" deliberately. Leadership and courage should go hand in hand, but more often than not, they compete against one another. And courage rarely wins out.

Conscious Living: Overcoming the Negative

Much of the public still has a negative opinion of capitalism and finance. What can we do about it? Kim Ann Curtin recommends five practices to help us live more consciously.

Meditation Tips for Investment Professionals: Open-Monitoring Meditation

Jason Voss, CFA, provides a primer on open-monitoring meditation, along with a sample practice, in the latest edition of his Meditation Tips for Investment Professionals series.

Meditation Tips for Investment Professionals: How to Begin

Meditation is a mind practice that helps develop two skills that are critical for investors, says Jason Voss, CFA: metacognition, or the awareness of awareness itself; and top-down control, choosing what to think and when to think it. Why do we need these skills? Because as investors we must see the world for what it is, not what we prefer it to be. With that in mind, here are some tips to help you get started as a meditator.

Best of 2016: Top Stories for Investors

There were so many important stories for investors this year, from US productivity, to stock buybacks, to the rise of populism. Jason Voss, CFA, provides his list of the most captivating content he's read in 2016.

A Behavioral Bias Cure?

Meditation is a proven way of overcoming behavioral biases. One of the leading neuroscientists researching the issue, Ulrich Kirk, explains his findings in an interview with Jason Voss, CFA.

Investment Decisions and the Divided Self

Investment professionals make difficult decisions based on incomplete information. That is part of the job. But are we any good at it? And more importantly, do we achieve certainty when we make these tough decisions? The answer to the latter question — with great certainty — is no.

Genius Tips: The Daily Review

By reviewing images from the events of our day, we gain insight, improve our memory, and increase our understanding of ourselves, writes Nathan Jaye, CFA.

Daniel Goleman: Three Steps to Better Investing

There are three elements to emotional intelligence, according to Daniel Goleman: mindfulness, empathy, and relationship skills. Developing these attributes is critical to becoming a better investment adviser.

Mindfulness in the Age of Disruption

"It's very easy for many of us to feel out of control," said mindfulness expert Jeremy Hunter. "We live too much on gas pedal, too much on brake." But there is a way to get back to what Hunter calls our "zone of resilience — a capacity to be calm." The key to doing that is the practice of mindfulness.

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