Research. Reviews. Ideas. Built for investment professionals.
Latest Posts
Self-Serving and Conflicted — FSOC Annual As Forthcoming As Expected

Maybe it’s because I am just back from vacation, but reading the Financial Services Oversight Council’s first annual report certainly hasn’t helped my mood. In fact, the FSOC’s voluminous annual report — a mere… READ MORE ›

Could Higher Energy Costs Abroad Lead to a Recovery in U.S. Manufacturing?

U.S. manufacturing may be down but don’t count it out. In fact, the U.S. manufacturing sector could be poised for a comeback. The reason? Skyrocketing energy and transport costs now make it far more attractive to produce goods locally,… READ MORE ›

Financial Analysts — We Love the “Beat”

In an era of financial shenanigans, crisis, and perpetual hype it would be nice if someone in this industry called it straight. Granted, the quarterly earnings game is made for television, at the nexus of news and entertainment, with… READ MORE ›

CFA Charterholders to Credit Rating Firms: Vote of No Confidence

As it became clear last week that the U.S. fiscal crisis was reaching a boiling point in Washington, we issued a brief survey to the CFA Institute global membership. We wanted to find out more… READ MORE ›

Piling on Against Dodd-Frank

As reported by Jean Eaglesham in the Wall Street Journal, the fight over Dodd-Frank is shifting to the courts as business groups weigh lawsuits aimed at blocking parts of the sweeping financial reform… READ MORE ›

BlackRock’s Rick Rieder on the Future of Fixed Income in a Post-QE World

When it comes to the European and U.S. debt crises are we nearing the dénouement — or still in the opening act?

At the Financial Analysts Seminar in Chicago earlier this week, Rick Rieder (pictured left), managing… READ MORE ›

Take 15: The Latin American Investment Climate

Latin America creates an interesting set of investment opportunities in light of its potential for economic growth and the development of its financial markets. Melvin Escudero discusses some of the elements that will be critical for Latin America's continued growth in the future.

It’s Never Too Late!

The 64th CFA Institute Annual Conference in Edinburgh may have drawn to a close, but you can still read through this blog to catch up… READ MORE ›

What Lies ahead for Derivatives Reform?

One year after Congress ordered a crackdown on the opaque derivatives market as part of the sweeping Dodd-Frank Act, the road to reform has been a bumpy one.

From protests from the banking industry, special interest groups, and members of… READ MORE ›

Speaker Confirmed: Wolfgang Münchau

Wolfgang Münchau is associate editor and European economic columnist for the Financial Times, and he has recently made headlines for being one of the most vocal critics of… READ MORE ›