CFAEI

Negative Interest Rates: Carry an Umbrella at All Times

Negative interest rates are back! Should portfolio managers change their game plans because of them?

8
Like
Save
ESG Investing: Can You Have Your Cake and Eat It Too?

Do companies with high environmental, social, and governance (ESG) ratings outperform their lower-ranked counterparts?

10
Like
Save
Investing in Small-Cap Biotech through Hedge Funds

After analyzing small-cap biotech data from 2007 on, Akash Goyal has found that higher hedge fund ownership is positively correlated with forward returns and that stocks with higher short interest are correlated with negative forward returns.

9
Like
Save
Idiocy of the Masses or Masses of Idiots?

Why do investors keep investing in government bonds despite extremely low yields?

4
Like
Save
Municipal Bonds: How Much to Hold?

How much should a taxable bond portfolio hold in tax-exempt US municipal bonds? Benjamin Doty, CFA, offers his analysis.

2
Like
Save
Top Five Articles from October: Thaler, Trillion-Dollar Coins, Volatility

An unorthodox solution to the US retirement crisis from Sloane Ortel; a discussion of Nobel laureate Richard H. Thaler’s contributions to economics by Lauren Foster; and an analysis of the value of self-awareness by Jim Ware, CFA, are among the top EI posts from October.

4
Like
Save
A Trillion-Dollar Hedge against the US Retirement Crisis

A “silly but totally legitimate” action may hold the key to shoring up America’s retirement finances. Sloane Ortel explains.

5
Like
Save
Bangladeshi Banks Need Bonds Back

In Bangladesh, analysts contend with interest ranges instead of interest rates because of a well-intentioned savings program gone wrong. Sloane Ortel and Asif Khan, CFA, take a look at what’s happened and what can change.

6
Like
Save
Weekend Reads for Investors: Holiday Edition

Jason Voss, CFA, curates a holiday edition of Weekend Reads for Investors. Selections examine the inefficiency of bitcoin, the momentum effects of market indices, how marketers manipulate you, and more.

7
Like
Save
Weekend Reads from India: Fraud, “Skin in the Game,” Nassim Taleb

The framework of investing a dollar and then earning a succession of pennies is ubiquitous. But it has limitations. A recent bank scam in India illustrates this point, writes Shreenivas Kunte, CFA.

2
Like
Save