Category Archives: Portfolio Management

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

Posted on 16 June 2020 by Paul McCaffrey

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

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PIMCO’s Sundstrom discusses how to navigate the “recession moment”

Posted on 24 June 2019 by Julie Hammond, CFA

Geraldine Sundstrom doesn’t think we’re at the end of the economic cycle yet, but she warns that “When midnight strikes, and Cinderella’s carriage turns into a big pumpkin, you’re going to have to do something.” Read More

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Where Has the Global Financial Crisis Left Us Today?

Posted on 3 June 2019 by Julie Hammond, CFA

Adam Tooze considered where the global financial crisis has left us, how it has affected politics and geopolitics, and what the prospects are for the world to manage a future crisis. Read More

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Can Investment Professionals Avoid Creating a “Cobra Problem”?

Posted on 29 May 2019 by Peter M.J. Gross

Daniel Brocklebank, CFA, warns that asset owners and money managers must balance incentives carefully so that both groups get what they want. Read More

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Deborah Fuhr Discusses the Growth of ETFs

Posted on 23 May 2019 by Momoe Ikeda-Chelminska

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

Posted on 12 May 2019 by Paul McCaffrey

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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Sharing Global Insights and Local Expertise

Posted on 11 May 2019 by Peter M.J. Gross

London has been a global financial capital for centuries, and this week it will host the investment industry’s largest and longest-running educational gathering of investment professionals. Read More

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Adapting to a New Reality: Investment Firms of the Future

Posted on 30 May 2018 by David Larrabee, CFA

Shifting cultural norms and quantum leaps in technology are accelerating change in the investment management industry. Read More

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The Rise of Active Indexing through ETFs

Posted on 23 May 2018 by Julie Hammond, CFA

The real ETF-inspired disruption is in active indexing, says Joanne M. Hill. Read More

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ESG Investing’s Growing Influence

Posted on 21 May 2018 by David Larrabee, CFA

The integration of environmental, social, and governance (ESG) factors into the institutional investment analysis and decision-making process is a mega-trend that investors can no longer ignore, says Emily Chew. Read More

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