Demographics Unravelled: How Demographics Affect and Influence Every Aspect of Economics, Finance and Policy. 2021. Amlan…
Tag: CFA
Evaluating Benchmark Misfit Threat | CFA Institute Enterprising Investor
This article is adapted from a version originally published in the fall issue of The Journal of…
ESG (In)Effectivity | CFA Institute Enterprising Investor
Passive environmental, social, and governance (ESG) investing has become increasingly active. It’s time for a rethink.…
A US GDP-Weighted Index? | CFA Institute Enterprising Investor
Index fund investors have various choices when selecting the weighting style of the funds they hold.…
A Sea Change: Howard Marks, CFA, on the End of Easy Money
The financial markets are experiencing a sea change marking the end of a long period of…
Sentiment Analysis Revisited | CFA Institute Enterprising Investor
Daniel Kahneman earned the Nobel prize in economics for his research on prospect theory. His scholarship…
Do-It-Yourself High-Dividend Strategies | CFA Institute Enterprising Investor
Introduction What do business development companies (BDCs) and covered call and preferred income strategies have in…
Book Review: Plunder | CFA Institute Enterprising Investor
Plunder: Private Equity’s Plan to Pillage America. 2023. Brendan Ballou. PublicAffairs. People stop in their tracks…
Bitcoin Valuation: Four Methods | CFA Institute Enterprising Investor
For more on crypto valuation, read Valuation of Cryptoassets: A Guide for Investment Professionals by Urav…
The Weakening US Consumer | CFA Institute Enterprising Investor
The United States is a consumption-driven economy. But over the last half century, the US consumer…
Book Review: Milton Friedman | CFA Institute Enterprising Investor
Milton Friedman: The Last Conservative. 2023. Jennifer Burns. Farrar, Straus and Giroux. If you were asked…
Equity Income Investing Redux | CFA Institute Enterprising Investor
The last 12 months have been difficult for equity income investors. The top 20% of dividend-paying…
Book Review: Default | CFA Institute Enterprising Investor
Default: The Landmark Court Battle over Argentina’s $100 Billion Debt Restructuring. 2024. Gregory Makoff. University of…
Elusive Alpha, Corrosive Costs | CFA Institute Enterprising Investor
In 1688, Joseph de la Vega wrote, “Profits on the exchange are the treasures of goblins.…
Investment Opportunities in Mexico | CFA Institute Enterprising Investor
Mexico has become an increasingly attractive destination for investors. The country boasts several economic advantages, particularly…