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ideas
134 posts
Diversification is Not the 'Free Lunch' it is Often Made Out To Be
by Corey Hoffstein, Newfound Research Highlights: • Many factors result in investment returns that differ from the academic…
June 5, 2015
Guy Haselmann: "Unfree"
by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM · A market economy is one based on supply…
June 3, 2015
Three Charts That Will Rekindle Your Interest in Financial Market History
by William C.G. Ortel, CFA Institute Interest in financial history (as measured by Google Trends data) has been…
May 29, 2015
Why You Should Make Your Portfolio More 'Dynamic'
by Vincent McCarthy, CFA, CFA Institute So far in 2015, the financial markets can aptly be characterised by…
May 25, 2015
Kara Lilly: Quiet Heroes
by Kara Lilly, Mawer Investment Management's The Art of Boring Blog Lights flash and the code blue alarm…
May 15, 2015
The Boy Who Cried Greece
by Kara Lilly, Investment Strategist, Mawer Investment Management's Art of Boring Blog We were wearing blue. This was…
April 28, 2015
Bernanke & Citadel, Politicians & Priests
by Adam Butler, GestaltU/Skew There’s been much made of the recent move by Ben Bernanke accepting a position…
April 26, 2015
Why Long-Lived Investors Have Different Strategies
by David Merkel, Aleph Blog Despite the large and seemingly meaty title, this will be a short piece.…
April 26, 2015
There's a Good Chance You're Using P/E Ratios Incorrectly
This weekend I put together a short paper (it just worked better that way than as a blog…
April 24, 2015
Are Markets More Rational in the Information Age?
by Kevin Simms and Joseph G. Paul, AllianceBernstein With so much information available to investors today, you might…
March 12, 2015
The Psychology of Sitting in Cash
by Ben Carlson, A Wealth of Common Sense A reader asks: I took one piece of advice from…
March 12, 2015