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1. Aswath Damodaran on Valuations amid COVID-19: “Go Again to Fundamentals”
Don’t abandon valuation fundamentals in the course of the COVID-19 disaster, says Aswath Damodaran: “It’s exactly occasions like these that they matter most.” Julie Hammond, CFA, discusses insights from Damodaran’s presentation on the 73rd CFA Institute Annual Digital Convention.
2. Republicans or Democrats: Who Is Higher for the Financial system?
Ought to we ignore claims that one political get together or one other is healthier for markets? Joachim Klement, CFA, sifts by way of the proof.
3. Studying Monetary Information: The High 10 Avoidable Distractions
“Shares rallied as a result of . . . ” Many sorts of monetary information tales are finest prevented. Binod Shankar, CFA, identifies those who most need to be ignored.
4. Know What You Don’t Know: Six Suggestions from Howard Marks, CFA
“Superior investing has to return from right idiosyncratic choices,” Howard Marks, CFA, instructed John Authers on the 73rd CFA Institute Annual Digital Convention. Peter M.J. Gross considers Marks’s vantage level.
5. The Silent Despair: Trundling Is the New Booming
What do speeches by President Jimmy Carter and John Belushi’s Bluto Blutarsky say about right this moment’s economic system? Emil Kalinowski, CFA, provides his take.
6. Redefining Fastened Earnings
The golden age of mounted earnings is over, Mark Armbruster, CFA, writes. Which means now we have to rethink portfolio administration and danger management.
7. The Novelty of the Coronavirus: What It Means for Markets
Does market historical past supply any parallels to right this moment’s novel coronavirus disaster? Laurence B. Siegel weighs in.
8. Personal Fairness: Fooling Among the Folks The entire Time?
“This time is totally different” is perhaps the 4 most harmful phrases in investing. “Uncorrelated returns” may be the 2 most profitable. So does personal fairness really supply any? Nicolas Rabener examines the information.
9. Detrimental Curiosity Charges: The Logical Absurdity
“In and of themselves, upside-down charges — virtually solely restricted to the sovereign bonds house — do make sense,” Emil Kalinowski, CFA, writes. “They reveal the excessive value of staying solvent.”
10. Personal Fairness vs. Enterprise Capital: Reverse Funding Mindsets
Personal fairness and enterprise capital performance-enhancing strategies should not simply totally different, says Sebastien Canderle, they’re exact opposites.
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All posts are the opinion of the creator. As such, they shouldn’t be construed as funding recommendation, nor do the opinions expressed essentially replicate the views of CFA Institute or the creator’s employer.
Picture credit score: ©Getty Pictures / AnkiHoglund
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