Category Archives: Equity Investments

Roger Ibbotson Explains the Price of Popularity

Yale Professor Roger Ibbotson says that brand value, competitive advantage, and company reputation may help investors identify overlooked equity investments. Read More

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Deborah Fuhr Discusses the Growth of ETFs

Deborah Fuhr, managing partner and co-founder of ETFGI, expects the ETF/ETP industry to increase to US$22.3 trillion by 2025. Read More

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Ronald N. Kahn: Seven Trends in Investment Management

BlackRock’s Ronald N. Kahn says big data is neither a gimmick nor a guarantee of success for the challenges confronting active management. Read More

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Food for Thought: An Insight into Japan’s Outlook

Japan’s nominal GDP has increased, its unemployment rate has fallen, and return on equity measures are strong — why are investors not rushing into the country? Read More

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Decrypting Earnings Calls with Natural Language Processing

David Pope, CFA, sees natural language processing (NLP) as a systematic and sensible way for analysts to review larger amounts of information in less time. Read More

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Emerging Market Equities: Unloved and Under-Owned

Devan Kaloo, Head of Global Emerging Markets Equities at Aberdeen Asset Management, is “quite optimistic about EM equities.” In his opinion, valuations are attractive relative to developed markets. Read More

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C. Thomas Howard Urges Practitioners to “View the Markets as They Are”

C. Thomas Howard, an opponent of the efficient markets hypothesis, advocates for a radical departure from the idea of diversification at the core of a healthy portfolio. Read More

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Investment Wisdom from the Masters: Risks and Relative Values in Diversified Global Portfolios

“We are lucky enough to hear from two important luminaries if I dare not say lions, of the financial economic world over the last few decades,” introduced Gillian Tett as Robert Shiller and Jeremy Siegel squared off again. 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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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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