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Investment and Assets

Investment and Assets

Myth-Busting: ETFs Are Eating the World

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Introduction “Software is eating the world.” The venture capitalist Marc Andreessen wrote these...
Investment and Assets

Book Review: Nothing but Net

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Nothing but Net: 10 Timeless Stock-Picking Lessons from One of Wall...
Investment and Assets

On Investment Objectives and Risks, Clear Communication Is Key, Part 2

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Adapted by Lisa M. Laird, CFA, from “Communicating Clearly about Investment...
Investment and Assets

How to Master Social Media: Seven Tips to Attract More Followers

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As the most followed CFA charterholder on LinkedIn, Eric Sim, CFA,...
Investment and Assets

Times Change: The Era of the Private Equity Denominator Effect

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After private equity’s extraordinary performance in 2021, private market valuations decoupled...
Investment and Assets

The Elephant in the Room: The ESG Contradiction

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We all agree that finance has a key role to play...
Investment and Assets

Spotlight on SPACs: More Risk Than Opportunity?

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“It is never a good idea to invest in a SPAC...
Investment and Assets

The US Investment Olympics: Smart Money, Crowd Intelligence, and AI

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Introduction Welcome to the qualifying round of the 2022 US Investment Olympics. The...
Investment and Assets

2022 US Wealth Management Outlook: All Aboard the Crypto Train?

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Are you a wealth manager who believes bitcoin and other cryptocurrencies...
Investment and Assets

Technical Analysis Revisited: Moving Averages = Above Average Returns?

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Technical analysis — trading based on the chart patterns of stocks...
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