This memoir, written by one of the most decorated research analysts in recent decades, will appeal to all finance practitioners and energy industry specialists. The post Book Review: Can’t Deny It appeared first on CFA Institute Enterprising Investor.| CFA Institute Enterprising Investor
No asset is truly safe. But diversifying into steady, low-volatility stocks can help investors lose less—and stay invested for the long run.| CFA Institute Enterprising Investor
Explore historical bear markets to decode recession risk, valuation impact, and which investment styles perform best in downturns and recoveries.| CFA Institute Enterprising Investor
Can the shape of market moves predict FX stress? This post explores a new path-based approach to forecast volatility and manage currency risk.| CFA Institute Enterprising Investor
AI disruption, portfolio shifts, and timeless lessons—these blogs topped the charts in Q2.| CFA Institute Enterprising Investor
Investors betting on a near-term plunge in interest rates may be mistaking political theater for monetary policy reality. President Donald Trump’s renewed pressure on Federal Reserve Chair Jerome Powell has stirred speculation in the bond and futures markets. But history — and Powell’s own posture — suggest that such expectations are misplaced. Past confrontations between […]| CFA Institute Enterprising Investor
In light of the uncertainty dominating today’s markets and headlines, it’s worth revisiting some of the behavioral pitfalls that have tripped up investors for centuries.| CFA Institute Enterprising Investor
For financial analysts and investors, the rise of defense spending in Europe is more than a policy shift -- it’s a structural re-rating of risk and opportunity across the continent.| CFA Institute Enterprising Investor
The year is unfolding beneath the weight of mounting geopolitical risks and structural divergences, The challenge for investors isn’t just to react, but to interpret, prepare, and adapt.| CFA Institute Enterprising Investor
Endowments heavily invested in alternatives are falling well behind low-cost indexed portfolios.| CFA Institute Enterprising Investor
Modern portfolio theory has taught professional investors the benefits of diversification. Maybe it is time to diversify in a more intentional way to reduce extreme market concentration.| CFA Institute Enterprising Investor
In our interconnected world, geopolitical events — ranging from trade disputes and regulatory shifts to conflicts and pandemics — capture headlines and influence market sentiments. As investment professionals, it’s crucial for us to understand these dynamics without losing sight of long-term client objectives. At CFA Institute, our role is clear: we educate financial professionals. We […]| CFA Institute Enterprising Investor
The key to embracing risk? Balance prudence with action, preparation with confidence, and strategy with boldness.| CFA Institute Enterprising Investor
Donald Chew delivers a love letter to unfettered capitalism and the financial system that oils the gears of commerce.| CFA Institute Enterprising Investor
Understanding the historical context of financial markets is crucial for investment professionals seeking to make informed decisions in today’s complex landscape. This exploration of historical dat…| CFA Institute Enterprising Investor
DFA’s David Booth on building portfolios—and an industry—on data, not dogma.| CFA Institute Enterprising Investor
This post examines the potential consequences of coordinated dollar depreciation today -- from FX volatility and insurance risk to broader macroeconomic impacts.| CFA Institute Enterprising Investor
From Europe’s steelmakers to global EV producers, "pet industries" rely on state support to survive, but as political winds shift, their future looks increasingly fragile.| CFA Institute Enterprising Investor
Think +1,000-bps high yield spreads are history? Marty Fridson shows why they could still hit that mark in the next recession.| CFA Institute Enterprising Investor
Learn how tariff-related inflation shocks ripple through markets—and which assets have historically helped investors navigate the turbulence.| CFA Institute Enterprising Investor
What 150 years of market data reveal about tariffs, growth, and investment returns—and how equity factors have historically delivered resilience.| CFA Institute Enterprising Investor
This collection of quotes from US financial history offers timeless lessons in vice, virtue, and investing wisdom for every generation.| CFA Institute Enterprising Investor
Discover how new US tariffs could accelerate AI adoption, reshape American industry, and unlock long-term investment opportunities amid economic disruption.| CFA Institute Enterprising Investor
As the equity risk premium declines, alpha becomes critical. Discover how investors can adapt through factor strategies and global diversification.| CFA Institute Enterprising Investor
To understand what private equity is at its worst is a call to action, personally and professionally.| CFA Institute Enterprising Investor