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.
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.
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.
Investing is both an art form and a competitive sport. The art form attempts to use, within constraints, creativity to produce periodic investment results. The competitive sport comes in when you start to compare how well a fund does versus others that are operating under the same or similar constraints.
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