Robert G. Hagstrom, CFA, on Liberal Arts Investing
[ad_1] “Considering many ideas over a wide range of disciplines gives us perspective and helps us consider the big picture or many aspects of an issue.” — Peter Bevelin, A…
“Aim Higher”: Bonnie St. John’s Keys to Career Success
[ad_1] Bonnie St. John has spent her life turning the idea of “normal” on its head. “Normal is overrated,” the bestselling author of Micro-Resilience and How Great Women Lead told…
Aswath Damodaran on the Disruption Dilemma
[ad_1] There’s a common saying, often mistakenly described as a Chinese curse: “May you live in interesting times.” Aswath Damodaran puts a modern spin on it to characterize our current era:…
Margaret Franklin, CFA: Diversity Drives Better Investor Outcomes
[ad_1] Investors are bracing for a bear market sometime in the future. And when it comes, it will be more critical than ever for firms to embrace diversity on their…
Janet Yellen on Recession Risks, Inequality, and Climate Change
[ad_1] Editor’s note: This discussion was held 5 February 2020, in the weeks before the worldwide significance of the COVID-19 pandemic and the associated economic disruption were widely known. What…
Race and Inclusion Now: Action Points for Investment Management
[ad_1] Have you ever dreamed of becoming a professional athlete? Perhaps you fantasized about playing in the National Basketball Association (NBA) alongside legends like Michael Jordan? Chances are, if you…
Morgan Housel on Greed and Fear, Frugality and Paranoia
[ad_1] Morgan Housel’s highly anticipated new book, The Psychology of Money, opens with a quote from Arthur Conan Doyle’s Sherlock Holmes: “The world is full of obvious things which nobody…
Larry Fink on the “Long-Termism of Humanity”
[ad_1] “This is the beauty of humanity: We adapt, we evolve, we move forward.” In Larry Fink‘s vision of the future, people rise to the challenge, whether of climate change…
James H. Freis, Jr., CFA: The Rise and Fall of Wirecard
[ad_1] Thursday, 18 June 2020, is a day James H. Freis, Jr., CFA, the founder of Market Integrity Solutions, will never forget. Overnight, the mild-mannered American was thrust into the center of…
Michael Lewis on the US Pandemic Response: Misaligned Incentives
[ad_1] Michael Lewis can “untangle complex subjects like few others.” And few topics qualify as more complex — or more tragic — than the US response to the COVID-19 pandemic,…
Vineer Bhansali: What’s Wrong with Negative Yields?
[ad_1] Is humanity at a stage of its development when interest on deposits will meet the same fate as the Walkman cassette player and be relegated to a quaint memory?…
Vineer Bhansali: Negative-Yielding Bonds and Options
[ad_1] In the first installment of my interview with Vineer Bhansali, the author of The Incredible Upside-Down Fixed-Income Market from the CFA Institute Research Foundation, we addressed the underlying implications…