Investing

[ad_1] Ample research demonstrates that companies with higher levels of women in leadership (WIL) report superior performance on a range of metrics. Founded on WIL and other gender equity criteria, the 29 gender lens equity funds (GLEFs) available to individual investors include 13 global equity funds and 16 regional equity […]

[ad_1] Eric Sim, CFA, is the author of Small Actions: Leading Your Career to Big Success. My thought leadership speaking tours to the Middle East and Europe were postponed and then postponed again in 2020. To convince the organizers to host their events online instead of in person, I went […]

[ad_1] Should retail investors have access to the full spectrum of alternative assets? This question inspires spirited debate among investment professionals and regulators. Illiquidity is often cited as a reason to restrict access to private credit, private equity, venture capital, real estate, and hedge funds. But the assumption that more […]

[ad_1] When it comes to volatility, finance has two schools of thought: The classical view associates greater risk with greater reward. The more risk a portfolio takes on, the more potential return it may earn over the long run. The more modern perspective takes the opposite view: The lower a security […]

[ad_1] Sustainable investing based on environmental, social, and governance (ESG) factors has quickly become central to how we invest. Investors are demanding more from their asset managers: They want to invest based on their values and they are demanding more accountability from companies about addressing changing societal issues. Indeed, the […]

[ad_1] The following is derived from the Editor’s Snapshot podcast summary of the latest issue of the CFA Institute Financial Analysts Journal. Institutional subscribers and logged-in CFA Institute members have full access to all the articles. What’s in the CFA Institute Financial Analysts Journal 2021 third quarter issue? Contributions explore […]

[ad_1] In an era characterized by significant disruptions, the future has become increasingly uncertain. Scenario planning is a crucial methodology tailored for such times. Unlike traditional forecasting, which relies on historical data to predict probable futures, scenario planning uses imagination to identify plausible futures. As the world grows more complex, […]

[ad_1] “I came of age and studied economics in the 1970s and I remember what that terrible period was like. . . . No one wants to see that happen again.” — Janet Yellen Introduction Inflation has dominated investing conversations in 2021. Many countries have rebounded strongly from the COVID-19 […]

[ad_1] What is driving the surge in inflation and how are central banks misplaying their hand? China: A “One-Country Check on Global Inflation” In “Monetary Policy in the Grip of a Pincer Movement,” Claudio Borio et al. discuss how the effects of globalization, particularly China’s entry into the World Trade […]

[ad_1] The Day the Markets Roared: How a 1982 Forecast Sparked a Global Bull Market. 2021. Henry Kaufman with David B. Sicilia. Matt Holt Books. The title of Henry Kaufman’s latest book focuses on a single date, 17 August 1982, but the contents range far more widely. Kaufman recounts his […]