Tag Archives: risk management
PIMCO’s Sundstrom discusses how to navigate the “recession moment”
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
ESG Investing’s Growing Influence
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
Why Everyone Hates Finance, and What to Do about It
“Finance is being demonized, and it’s being demonized because people don’t understand it,” Mihir A. Desai says. “If we want to stop demonization, we have to make it accessible.” Read More
Frances Barney, CFA, on Tackling Enterprise Investment Risk Management
Enterprise risk management goes beyond taking information from investment managers at face value, but it’s a better way to get a picture of the investment risks involved. Read More
Karen Firestone on Taking the Right Risks
By applying four tenets of sensible risk taking, Karen Firestone finds better outcomes. Read More
Wealth Manager Strategies for Uncertainty: Jean Brunel on Meeting Client Goals
Understanding client goals is the key to effective wealth management, according to Jean Brunel, CFA. In times of unexpected market chaos, that understanding becomes even more important. Read More
Deductive, Inductive, Pragmatic: Three Views on Investment Risk
Risk management approaches run the gamut from philosophy to science to herd mentality. Read More
Investing in the New World Order: Fundamental Analysis Is No Longer Enough
Income disparity, geopolitical instability, political polarization, high debt, and central banks in uncharted territory have changed the reality for investors. Read More
Securities Research: What Every Sell-Side Analyst Should Know
Consultant Jeremy Bolland offers some simple tips for managing and mitigating the risks associated with writing and publishing research reports. Read More
The Use, Misuse, and Abuse of Derivatives
Bloomberg’s head of quantitative research delivered guidance on how to extract value and avoid pain from the intricacies of the derivatives market. Read More
