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The VIX Mirage and the Portfolio Insurance Paradox

The recent swings in equity performance mean that portfolio managers must adapt to volatility and plan their investments carefully.

The Big Recalibration: How Can Investment Pros Stay Viable?

With major trends converging to transform the career outlook in the financial industry, professional investors need to know how to remain viable.

Time for a Low-Cap Diet?

The emergence of "Godzilla caps" has endangered many "well-diversified" portfolios, making concentration risk much greater than it appears, says James Stefurak, CFA.

Weekend Reads: Hi Volatility Edition

Jason Voss, CFA, provides his picks for Weekend Reads for Investors. This edition features stories about volatility's return to financial markets, cracks in debt markets, and the "shocking" truth about the famous Stanley Milgram obedience experiments.

Ethics in Practice: Capitalizing on Tax Benefits Is OK, Right? Case Analysis Now Included

Asset managers face many decisions when taking care of their clients’ portfolios, and sometimes choosing the best investments can present ethical dilemmas. Read this week’s case for an example.

Initial Coin Offerings: The Future of the Future of Finance

The question of whether the blockchain will end up as nothing or everything continues to be asked with no definitive answer as of yet.

Bangladeshi Banks Need Bonds Back

In Bangladesh, analysts contend with interest ranges instead of interest rates because of a well-intentioned savings program gone wrong. Sloane Ortel and Asif Khan, CFA, take a look at what's happened and what can change.

Tariff Talk

The United States recently hiked tariffs on steel and aluminum imports, and a trade war with China may be looming. Ron Rimkus, CFA, considers the implications.

Two Wrongs Don’t Make a Right

On 23 February, the Hong Kong Stock Exchange (HKEx) launched the second—and likely final—round of consultation before dual-class share (DCS) structures are expected to be introduced to the Hong Kong market later this year.