Book Review: Poor Charlie’s Almanack
uttu Poor Charlie’s Almanack: The Essential Wit and Wisdom of Charles T. Munger. 2023. Edited by Peter D. Kaufman.…
Investment
Research and Policy Center 10 Most Popular Articles of 2023
“Future State of the Investment Industry” resonates. CFA Institute launched its Research and Policy Center (RPC) this year…
Let’s Talk Blockchain, Not “Crypto”
Disregard all the hype around crypto in general and bitcoin in particular. Blockchain represents the real opportunity that…
Mergers and Acquisitions in Quebec
Quebec — La Belle Province — has experienced a significant uptick in mergers and acquisitions (M&A) deal activity…
An Answer to “Crypto’s Unanswered Question: At What Price?”
For more on the crypto and blockchain phenomena, read Valuation of Cryptoassets: A Guide for Investment Professionals by…
Research and Policy Center Five Most Popular Articles of 2023: Capital Markets
The “Mercer CFA Institute Global Pension Index 2023” takes the top spot. The CFA Institute Research and Policy…
The FX Swap Market: Growing in the Shadows
Introduction The foreign exchange (FX) swap market generates almost $4 trillion in new contracts on any given day.…
Research and Policy Center Three Most Popular Articles of 2023: Data and Technology
Handbook of Artificial Intelligence and Big Data Applications in Investments, edited by Larry Cao, CFA, is the big…
Private Equity: Five Lessons from the Global Financial Crisis
Up until the 2008 credit crunch, the conventional recipe for success in private equity (PE) was straightforward: Just…
The 60/40 Portfolio Needs an Alts Infusion
Introduction A global black swan event — COVID-19 — followed by record inflation and the sharpest upward interest…