S&P 500
When it comes to hedging equity risk, bitcoin and cryptocurrencies are less "digital gold" and more fool's gold.
Henry Kaufman shows that he was an innovator in the analysis of financial markets.
What if Tesla had been included in the S&P 500 in January?
How could a portfolio invested 51% in the S&P 500 Index yield the same returns as one that's 100% invested?
Leading posts from August include Preston McSwain's call for more honest and accurate fee disclosures and performance reporting; an examination of Sam Zell's take on the economy by Julie Hammond, CFA; tips on how to ace job interviews by Julia VanDeren; Will Ortel's exploration of what's in a hedge fund name; and an analysis of capital markets during times of war by Mark Armbruster, CFA.
A large asset manager has claimed their funds beat the S&P 500 93% of the time. Unfortunately, that's only true without accounting for fees. Preston McSwain explores what to learn from this exercise.
What explains the recent surge in the S&P 500 index? We asked CFA Institute Financial NewsBrief readers what they thought was responsible for the strong performance.
Passive investing is not actually passive. When looked at this way, it means there are important lessons for active investors. Examples include the hidden story behind market capitalization and the importance of low turnover. This also opens passive investing up to criticism regarding the free passes given to it in terms of risk, cost, and momentum.
All advisers face the same challenge: How can we best help investors understand what sort of long-term returns they can rationally expect?
In terms of duration and magnitude, today’s bull market is longer and larger than the average. It is tempting to assume that this bull market has run its course, but the historical record demonstrates otherwise.