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Private Equity: The Emperor Has No Clothes

Liquid alternatives to private equity can be created simply by buying small, cheap, and levered stocks, Nicolas Rabener writes.

Time for Financial Professionals to Sharpen Their Saws

Effective financial professionals understand that outside sources can lead to better insights.

SEC Holds Proxy Process Roundtable — Will Reforms Follow?

On 15 November, the US SEC helda roundtable focused on key aspects of the US proxy system, including proxy voting mechanics and technology, the shareholder proposal process, and the role and regulation of proxy advisory firms.

Ethics in Practice: Political Contributions. Case and Analysis–Week of 26 November

Test your knowledge of the CFA Institute Code of Ethics and Standards of Professional Conduct and practice your ethical decision making by working through the case below and supporting your answer choice in the conversation. Check back for the analysis posted later in the week.

What Millennials Want: Not What You Think

Everyone thinks they have millennials figured out. But a new report suggests we don't know what we think we know about this critical demographic, especially when it comes to investing.

Reading Around: The Latticework Framework

Want to be a better investor? Joachim Klement, CFA, recommends embracing Charlie Munger's latticework framework and reading around your field.

Ethics in Practice: Presenting Investment Performance. Case and Analysis–Week of 19 November

Test your knowledge of the CFA Institute Code of Ethics and Standards of Professional Conduct and practice your ethical decision making by working through the case below and supporting your answer choice in the conversation. Check back for the analysis posted later in the week.

Investing in Asia: Grasping Corporate Governance Nuances Is Key

What do swimming scallops have to do with investing in Asia? A lot, according to S. Joyce Li, CFA.

An Unconstrained Approach to Global Bond Investing

BlackRock's Marilyn Watson is optimistic about opportunities in global bond markets, despite significant challenges in the current interest rate environment.

BlackRock’s Kate Moore: Opportunities in Equities

Kate Moore, chief equity strategist at BlackRock, thinks that the next six months should be a great opportunity for investment managers who can stay focused over the longer term.