Wealth Management Basics

Monetary Policy and Financial Conditions: Meaningful Relationship?

After practically two years of excessive rates of interest, buyers are anticipating fee cuts within the coming months. The transition from extremely expansionary to extremely contractionary financial coverage in recent times, coupled with present expectations for an additional coverage shift, make it a super time to evaluate the connection between monetary situations and financial coverage. This evaluation does precisely that. … Read More

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Five Quotes from Financial History to Guide Trustees

On February 27, 2024, Investing in U.S. Financial History was revealed, capping off my exhaustive four-year effort to doc the monetary historical past of the US. The e book begins with Alexander Hamilton’s good monetary packages in 1790 and ends with post-COVID-19 inflation in 2023. Now that the e book promotion course of is winding down, I’m returning to my … Read More

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Stocks for the Long Run? Setting the Record Straight

Editor’s Observe: That is the ultimate article in a three-part collection that challenges the traditional knowledge that shares at all times outperform bonds over the long run and {that a} detrimental correlation between bonds and shares results in efficient diversification. In it, Edward McQuarrie attracts from his analysis analyzing US inventory and bond information courting again to 1792. CFA Institute … Read More

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Rethinking Retirement Planning Amidst Aging Demographic Frontiers

We’re bearing witness to a outstanding demographic revolution in developed nations — the unprecedented growing older of our populations. One in six People had been over the age of 65 on the 2020 US Census. By 2034, for the primary time in historical past, US adults aged 65+ are projected to outnumber kids 18 years of age and youthful. Within … Read More

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Book Review: The New World Economy in 5 Trends

E-book Overview: The New World Economy in 5 Trends: Investing in Times of Superinflation, Hyperinnovation and Climate Transition. 2024. Koen De Leus and Philippe Gijsels. Lannoo Press. One sort of reader could also be searching for a sober evaluation of the economics of megatrends. One other could also be searching for one thing extra wide-ranging, humorous, and eclectic, replete with … Read More

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Factor Strategies Belong in Your Completion Portfolio Toolkit

The advantages of issue investing as stand-alone methods are properly documented. Much less well-known is the constructive affect issue methods can have when they’re added to institutional traders’ completion portfolios. By using issue methods on the plan stage, asset homeowners can fine-tune their allocations to swimsuit their particular aims in an environment friendly and cost-effective method. On this submit, I’ll … Read More

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For the Analyst: Peer Benchmarking Methods to Improve Earnings Forecasts

Discovering appropriate friends for monetary evaluation is a vexing process that requires cautious consideration of corporations’ underlying economics, accounting selections, and monetary assertion presentation. However with out comparable monetary assertion info, peer benchmarking might yield much less significant and even deceptive insights that negatively impression earnings forecasts. In a recent study printed in The Accounting Assessment, we developed a technique … Read More

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Building LLMs in the Open-Source Community: A Call to Action for Investment Professionals

ChatGPT and different pure language processing (NLP) chatbots have democratized entry to highly effective giant language fashions (LLMs), delivering instruments that facilitate extra subtle funding methods and scalability. That is altering how we take into consideration investing and reshaping roles within the funding occupation. I sat down with Brian Pisaneschi, CFA, senior funding information scientist at CFA Institute, to debate … Read More

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Sustainability Reporting: Navigating Assurance Practices

Sustainability metrics and disclosures have attracted vital consideration globally. But, assurance practices fluctuate within the quantity of labor carried out and traders could also be lulled right into a false sense of safety by the phrase “assurance.” The voluntary nature of sustainability reporting has led to fragmented practices and issues about greenwashing, prompting current regulatory actions such because the European … Read More

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The Power of Clicks, Likes, and Shares: Promote the Right Kind of Financial Content

Monetary influencers, aka finfluencers, have amassed an infinite following on social media, notably among Gen Zs aged 18 to 25. Some finfluencers leverage social media to advertise sound monetary schooling, thereby offering important profit for society at giant. However some others are dangerous actors, doling out questionable recommendation for financial acquire or social media fame.   Our job as a … Read More

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