Practical analysis for investment professionals

Quantitative Easing


Book Review: Active Investing in the Age of Disruption

Evan L. Jones’s vantage point as a manager of managers brings invaluable insight to the most vital issues facing investment professionals.

Who’s Afraid of Jerome Powell?

Jerome Powell, Andrew Bailey, and Christine Lagarde shouldn't keep us up at night.

Monetary Policy Gone Wild: A Lost Generation of US Growth?

The Fed could be setting the US economy up for a harder fall down the road.

No Longer Superheroes? Twilight of the Bonds

With low, nil, or negative yields, how much can bonds still contribute to a portfolio?

Tilting Portfolios to Leverage Macro Trends and Political Winds

Back in the 1980s, “monetary policy was a great way to stimulate the economy,” Jack Ablin, CFA, said. Not anymore.

Policy Divergence and Investor Implications

Bank of America Merrill Lynch macro-economist Karin Kimbrough explores a world where all the old symmetries of monetary and fiscal policy have evaporated.

Has Global Debt Become Unsustainable?

During the global financial crisis, excessive debt was the principal disease. It also turned out to be the principal cure. Whether it was called quantitative easing (QE) or something else, it all meant the same thing: increased debt — both in absolute terms and relative to GDP.

Best of 2014: Creative Destruction or “The Market’s Messy Way of Delivering Progress”

In the face of the volatility that largely defined the markets in 2014, it is our goal here at the Enterprising Investor to provide you with practical examinations of current issues in finance and investing. Below is a selection of analyses, advice, and, if nothing else, some simply interesting opinions that address the myriad changes markets have experienced this year.

Weekend Reads for Global Investors: To QE, or Not to QE?

In another perfectly normal week, the Fed decided to end its QE program and BOJ to expand their version of QE. Who is right and who is wrong? And why? We combed through the web to find some answers for you.

Poll: Will Central Banks Reduce Their Involvement and Let Economies Operate on Their Own?

We asked CFA Institute NewsBrief readers to comment on whether they believe central banks will be able to reduce their involvement in markets and let economies operate on their own.



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