Aswath Damodaran on How to Invest Internationally
Aswath Damodaran believes investors make two common valuation errors when it comes to country risk exposure: They focus on countries instead of companies and obsess over past mistakes.
View ArticleMartyn Davies Is Bullish on (Some) Emerging Markets
The key to success for emerging markets is to reform institutions to compete for talent and capital on a global scale, according to Martyn Davies. Diversification is not a policy, but a “people-driven...
View ArticleThe Brexit Results: What Happened, What’s Next?
The United Kingdom’s official exit from the European Union (EU) will be a long and uncertain process. Article 50 of the Lisbon Treaty governs a departure from the union, but provides few guidelines.
View ArticleJosh Brown on the Fiduciary Standard and Fintech
"Investors should understand what they’re invested in. There should be zero conflict," says Josh Brown, CEO of Ritholtz Wealth Management.
View ArticleDan Ariely on the Power of Irrational Thinking
"Thinking about opportunity cost is necessary to thinking well about money, but it’s just not humanly possible,” states Dan Ariely.
View ArticleThe Microsoft-LinkedIn Deal and “The Nature of the Firm”
Matthew Borin explores the Microsoft-LinkedIn acquisition through the prism of Ronald Coase's "The Nature of the Firm." His conclusion? Neither classical reasoning nor market dominance can explain the...
View ArticleThe Outlook for Fixed Income: Stagnant Prices, Tighter Money
Interest rates are nearing a lower bound, David Schawel, CFA, tells Will Ortel during a recent Take 15 interview. “Most likely we’re not going to be in a 30-year bull market for interest rates falling...
View ArticleEdward Altman: The Benign Credit Cycle Is in Extra Innings
Edward Altman says the benign credit cycle is in “extra innings,” but the metaphorical relief pitchers — central bankers — are running out of gas. Though most indicators point towards the end of the...
View ArticleJames Grant: Negative Interest Rates Will End — Badly
“Radical monetary policy begets more radical policy,” says James Grant. “It seems to me at some point markets or voters will put a stop to this.”
View ArticleWeekend Reads: Summer Olympics Edition
Gold, a bitcoin hack, and which Olympic events are the most "watchable," are just a few of this week's Weekend Reads offerings.
View ArticleGood vs. Lucky: Assessing Portfolio Manager Performance
There are three intangibles that all good portfolio managers have, says Jacques Lussier, CFA, but factor-based benchmarks are still the best way to distinguish the effective managers from the lucky ones.
View ArticleWhat Explains the Oil Crash? Not Reduced Demand
“What drives long-term energy demand growth? People and income,” Jennifer Stevenson explained.
View ArticleHealth Care Is Critical to Wealth Care
Carolyn McClanahan believes that financial planners need to help clients figure out their long-term goals rather than focusing on investments alone. She finds that many financial planners avoid...
View ArticleDaniel Goleman: Three Steps to Better Investing
There are three elements to emotional intelligence, according to Daniel Goleman: mindfulness, empathy, and relationship skills. Developing these attributes is critical to becoming a better investment...
View ArticleHow to Improve Your Memory
"When someone has a razor-sharp memory, we perceive them to be more intelligent,” says memory expert Chester Santos. “And we always want to do business with, we’re always going to refer, those...
View ArticleSelecting Small- and Mid-Cap International Value Equities
Jonathan Moog, CFA, and the Lizard Investors team concentrate on the international small- to mid-cap space because they believe there are inefficiencies in that market.
View ArticleBob Geldof on Investing in Africa
Africa is a unique opportunity because it is a “blank slate,” according to Bob Geldof. “Corkers,” his description of firms poised to take off once they get capital, are just waiting for new investment.
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