Category Archives: Investment Topics

Firm Commitment

Do you have the right stuff to start your own investment firm? Read More

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Register to Attend the 70th CFA Institute Annual Conference

Registration is open for the 70th CFA Institute Annual Conference, held in Philadelphia, Pennsylvania, on 21–24 May 2017. Read More

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Karen Firestone on Taking the Right Risks

By applying four tenets of sensible risk taking, Karen Firestone finds better outcomes. Read More

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The Death of Private Equity Has Been Over-Reported

Will Ortel takes the pulse of private equity, reviewing the evidence provided by Professor Claudia Zeisberger, founder of INSEAD’s Global Private Equity Initiative. Read More

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Predicting Bond Default Rates: Martin Fridson’s Method

Most projected high-yield bond default rates in the marketplace, asserts Martin S. Fridson, CFA, are based on a calculation method that is wrong for a number of reasons. Read More

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Building Long-Term Value: 10 Trends in Asset Stewardship

In Montréal, Rakhi Kumar discussed trends in investor engagement that she has seen in her role as managing director and head of corporate governance at State Street Global Advisors. Read More

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Applied Fintech: Combining Invest-Tech’s Building Blocks

Everyone in the investment business wants to talk about fintech. But what about invest-tech? Read More

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Generating Alpha by Exploiting Market Anomalies

Net of fees, the average active investor will underperform the stock market. Yet empirical data also suggest that there are a number of market anomalies that have persisted over time, and disciplined investors can exploit them to generate outsized returns, Peter Berezin says. Read More

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Changes in Geopolitical Perspectives: “A World That Will Fragment”

Geopolitical analyst Peter Zeihan foresees simultaneous political crises that will erode local state authorities, unleashing violence and terrorism. Capital flight, driven by geopolitical concerns, will surely follow. Read More

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Amy Myers Jaffe: Energy Markets and Musical Chairs

Ten years ago, we thought the world was running out of oil, that China and other emerging market countries would have insatiable energy demand growth, and that production costs would generally rise over time. That turned out to be wrong. Energy expert Amy Myers Jaffe explains why the world looks different today.

What’s changed? Read More

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