Category Archives: Investment Topics

Smarter Decisions in Uncertain Times: Insights from Annie Duke and Morgan Housel

Investors should keep three things in mind when planning for the future amid so much uncertainty Read More

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Katherine Collins, CFA, Explains How COVID-19 Has Changed ESG Investing

Putnam’s head of sustainable investing explains that the methods companies use to generate results are becoming as important as the results themselves. Read More

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Aswath Damodaran Discusses Valuation amid COVID-19

Stern School of Business Professor Aswath Damodaran says it’s important not to abandon valuation fundamentals. Read More

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Alejandra Grindal Examines Global Economic Prospects

Alejandra Grindal, senior international economist for Ned Davis Research Group, reviewed how the COVID-19 pandemic has affected economies and what it suggests for recovery in the future. Read More

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Curt Mercadante Discusses Building a Brand and Influencing Others

Like it or not, everyone has a personal brand. At the 73rd CFA Institute Annual Virtual Conference, author and branding expert Curt Mercadante shared ways to build your brand and insights into creating content. Read More

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Amy Morin on Enhancing Mental Strength in a Time of Crisis

At the 73rd CFA Institute Annual Virtual Conference, psychotherapist Amy Morin shared practical details for being stronger when it matters most. Read More

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Donald Altman Explains How to Stay Effective with Mindfulness

We can’t control the stress of our current environment, but we can still choose our own attitude. Donald Altman recommends choosing mindfulness and gratitude. Read More

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Stressed? Daniel Crosby Says Let it RAIN

In the current environment, many financial professionals will need to manage their own stress along with their stressed-out clients. Read More

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Vikram Mansharamani: Supply Shifts Could Create 2 Economies

A global supply glut and decrease in demand had already pushed countries towards protectionism. Vikram Mansharamani says COVID-19 poured gasoline on the flames. Read More

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This Time, It’s Physically Different

Campbell R. Harvey, Duke University Professor of Finance, finds that elements of this crisis may seem familiar, but it has some important differences. Read More

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