Investing

[ad_1] For more on artificial intelligence (AI) in investment management, check out The Handbook of Artificial Intelligence and Big Data Applications in Investments, by Larry Cao, CFA, from the CFA Institute Research Foundation. A New Frontier for Finance? The banking and finance sectors have been among the early adopters of artificial intelligence […]

[ad_1] The rapid ascent of the federal funds rate from near 0% in 2022 to a 15-year high of 5.25% in July 2023 presents both an opportunity for hedge funds’ expected returns and a silent increase in the price of alpha. Indeed, given the interest rate trajectory, the alpha captured […]

[ad_1] The latest earnings results for banks include words like “record,” “outstanding,” and “doubles.” So far, 2023 has been a banner year for the sector, at least from an earnings perspective. But bank stock prices have yet to eclipse their previous highs. The KBW NASDAQ Global Bank Index, which tracks […]

[ad_1] Global private capital firms are charting a well-traveled course. With their sprawling empires, the largest alternative asset managers have adopted strategies that borrow extensively from the octopus-like corporate conglomerate business model. The Age of Private Market Empires Many private equity (PE) firms are building product lines that are adjacent […]

[ad_1] For the past three years, I’ve written a monthly column for Canadian MoneySaver called “Portfolio Confidential” that answers various investor questions. Some of these I receive from emails, but most come from another source: I offer readers a free 30-minute confidential Zoom chat in which I provide an independent, […]

[ad_1] Until recently, emerging market (EM) equities were among the darlings of the investing world. And why not? To most investors, a potentially diversifying asset class with prospects for high returns looks like a gift. For active managers, EM equities represent the chance to invest in a less-efficient segment of […]

[ad_1] The Paradox of Debt: A New Path to Prosperity without Crisis. 2023. Richard Vague. University of Pennsylvania Press. In 2004, Vice President Dick Cheney drew no small amount of derision when he opined that “[President Ronald] Reagan proved that deficits don’t matter.” Richard Vague suspects that Cheney may well […]

[ad_1] Not for syndication. This article cannot be republished without the express permission of Business Expert Press (BEP). The following is adapted from the forthcoming Markets in Chaos: A History of Market Crises around the World by Brendan Hughes, CFA. I am concerned about the long-term health of the US dollar […]

[ad_1] What does it take to be a successful investor? A healthy balance of technical skill, emotional intelligence, and intentional habits can help. This three-legged stool requires us to derive precision from knowledge and analysis and perspective from curiosity and discipline while developing processes to nudge us toward our fullest […]

[ad_1] For more on artificial intelligence (AI) in investment management, check out The Handbook of Artificial Intelligence and Big Data Applications in Investments, by Larry Cao, CFA, from the CFA Institute Research Foundation. Artificial intelligence (AI) has created substantial buzz and substantial fear in the business world and popular culture […]