Category Archives: News

Blair duQuesnay, CFA, Discusses Disruption and Demographics in Private Wealth

Posted on 23 April 2019 by Peter M.J. Gross

Investment adviser and former CFA Society Louisiana president Blair duQuesnay, CFA, warns that wealth managers who aren’t connecting with the clients of the future are already behind the curve. Read More

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INSEAD Professor: US to Lose Its Place as Top Spot for Venture Capital Next Year

Posted on 28 June 2018 by Momoe Ikeda-Chelminska

Claudia Zeisberger expects early and late stage venture capital investments in the US will reach US$94 billion in 2019, behind an expected US$102 billion in China. Read More

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4 Ways Millennials Can Avoid Following Their Passion

Posted on 15 June 2018 by Julia VanDeren

Lauren Friese, director of Workforce Innovation at RBC, makes a strong point about the ways that “passion” can set millennials up for failure. Read More

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Daniel Kahneman on Expertise, Bias, and the Investment Industry

Posted on 7 June 2018 by Paul McCaffrey

Nobel laureate Daniel Kahneman has four simple strategies for better decision making that can be applied to both finance and life. 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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Top 10 Steven Eisman Quotes from Hong Kong

Posted on 17 May 2018 by Larry Cao, CFA

Steven Eisman delivered an hour’s worth of pithy and insightful comments on the global financial crisis, the markets, and the finance industry. Read More

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Risk and Opportunities in Frontier Markets

Posted on 16 May 2018 by Shreenivas Kunte, CFA, CIPM

Some investors find that the chaos inherent in frontier markets offers a chance to profit from molding disorder into order. Read More

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Decrypting Earnings Calls with Natural Language Processing

Posted on 16 May 2018 by Peter M.J. Gross

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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Chinese Government Bonds: The Elephant in the Room

Posted on 16 May 2018 by Rob Gowen, CFA

China’s government fixed-income market constitutes a US $12-trillion opportunity, according to Emil Nguy. Read More

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The Robots Are Coming! The Robots Are Coming!

Posted on 15 May 2018 by Lauren Foster

“I’m not worried so much about robots developing their own agenda and taking over the world,” says Kate Darling. “I’m a little bit more worried about people and how we decide to use the robots as a society.” Read More

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