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Book Review: In Pursuit of the Perfect Portfolio

Andrew Lo and Stephen Foerster offer a checklist of seven principles by which investors can construct their own “perfect portfolios.”

Turkey: The Trouble with Debt-Driven Growth

Turkey's economic travails provide a cautionary tale for other developing nations.

China’s Enterprise Annuities: “Long-Term Money, Short-Term Investment”

The operation of enterprise annuities in China suffers from a "long-term money, short-term investment" mindset.

Plastics in Every Sector of the Economy

The following post summarizes some key ideas from a recent edition of the CFA Institute podcast The Sustainability Story. CFA Institute’s Senior Director Matt Orsagh, CFA, CIPM, spoke with Gabriel Thoumi, Head of the Plastics Program and Director of… READ MORE ›

Crypto Mania, Financial Contagion, and the “Goldilocks Zone”

The crypto craze will make for a fascinating case study in the annals of financial history.

A Paradigm Shift in Investing — Are You Ready?

When it comes to ESG, DEI, and advances in data and technology, this time really is different.

The Russia–Ukraine War and Other Geopolitical Risks

The spillover effect of the Russia-Ukraine War will increase food prices and geopolitical risk throughout the world.

Book Review: The Synergy Solution

Mark L. Sirower and Jeffery M. Weirens subject traditional analyses of M&A transactions to well-warranted scrutiny.

A Quantitative Approach to Sustainable Investing

Because millions of data points on environmental, social, and governance (ESG) issues are created each day, the challenges lie not in the limitations of the data but on how to treat and make sense of it. This is where quantitative tools can help distinguish signal from noise.

Causality Techniques in Investment Management: Five Key Findings

What are the most widely used causality tests in the equity markets?