Investment Process

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Popularity: A Bridge Between Classical and Behavioral Finance (CFA Institute Research Foundation, 2018)

This tome (authored by CFA Institute Research Foundation) examines the differences between classical finance and behavioral finance and how they can compliment each other. Whichever story investors subscribe to, the market is very complex. It contains far more securities than can be practical to analyze individually. This book incorporates the…

Company:

CFA Institute Research Foundation

18 Dec 2018

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China: Innovation superpower

Technological and scientific advances are changing the investment landscape in China. Find out which sectors may offer attractive opportunities.

UK Credit Conditions Survey: 2018 Q4 (Bank of England)

This quarterly survey of banks and building societies is aimed at improving our understanding of trends and developments in credit conditions.

S&P GIVI® Japan and Major Single Factors 2018 Review (S&P Dow Jones Indices)

The S&P GIVI (Global Intrinsic Value Index) Japan outperformed its benchmark index, the S&P Japan BMI, by 2.46% in Q4 2018 and 2.48% for the entire year.1 Since its launch in March 2012, the…

TOP RECENT POSTS

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Let's talk about actual investing - Q4 2018 (Baillie Gifford)

2019 Long-Term Capital Market Assumptions (JP Morgan AM)

A Multi-Factor Strategy for Index Enhancement (QMA, Dec 2018)

Podcast: Inside the Mind of a Quant, Part 1 (State Street, 2018)

Navigating climate scenario analysis: A guide for institutional investors (IIGCC, 2018)

Uncovering Macro Characteristics in Carry Portfolios (QMA, Dec 2018)

Signs of Equity Market Strain - Market Stress Monitor (Dec 2018)

FTSE Fixed Income Factor Research Series – The Value Effect (FTSE Russell, 2018)

A Fundamental Look at S&P 500® Dividend Aristocrats® (S&P Dow Jones, 2019)

Is Volatility a Friend or a Foe? (Intech, Jan 2019)

IFRS and Solvency II: A chess game in insurers' investment strategy (HSBC GAM, 2018)

Risk & Reward Q4 2018: a factor-based commodity strategy (Invesco)

TOP NEWS AND BLOGS

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The World's Largest 10 Economies in 2030 (Visual Capitalist blog, Jan 2018)

January 2019 Data Update 3: Playing the Numbers Game! (Aswath Damodaran, Jan 2019)

Fintech firms want to shake up banking, and that worries the Fed (Reuters, Jan 2019)

French court cancels Monsanto weedkiller permit on safety grounds (Reuters, Jan 2019)

Behavioral Biases and Factor Anomalies (Savvy Investor blog)

McDonald's loses 'Big Mac' trademark case to Irish chain Supermac's (Reuters, Jan 2019)

A Framework for Analyzing Monetary Policy in an Economy with E-money (Bank of Canada, Jan 2019)

The Perplexing Co-Movement of the Dollar and Oil (FRBNY, Jan 2019)

Sears bankruptcy raises old questions about cost of going broke (Reuters, Jan 2019)

Four in 10 UK first-time buyers will retire with mortgages, FCA warns (The Guardian, Jan 2019)