By: CFA Institute Contributor

These are articles written by professionals for investment professionals. They are contributions from external subject matter experts who do not work for CFA Institute, but may be a CFA charterholder as well as a member of a CFA Society. All are experts in their field and strive to deliver useful insights that help investment professionals make better decisions.

All 123 Articles

The Russia–Ukraine war and other geopolitical risks

April 5, 2022

The war in Ukraine is dominating the headlines. For now. But the conflict’s indirect reverberations will ripple far beyond the borders of its combatants and their allies. Indeed, they could give rise to new and varied geopolitical risks throughout the world. The war’s potential effect on the global grain supply and food inflation is especially [...]
Six strategies for your retirement income

March 22, 2022

What surprises me most about my wife’s catering business is how much food is usually left over. I often ask: ‘Is there a better way to manage food costs?’. Her answer is always the same: ‘Better to have food left over than fall short.’ She has the exceptional ability to estimate how much each person [...]
Tactical asset allocation: the flexibility advantage

March 15, 2022

Strategic asset allocation (SAA) determines long-run exposure to systematic risk factors. That said, current changes in monetary policy in many developed and emerging countries as well as the stage of the business cycle warrant tactical considerations. The tactical overlay strategy should generate added value by temporarily deviating from the weights assigned in the SAA process. [...]
Could quantum computing render blockchain obsolete?

March 8, 2022

‘What happens when quantum computers become reality?’: one of my favourite moments at a cryptocurrency seminar last year was when someone asked this. After a long pause, the speaker said something akin to: “We will figure that out when we get there.” Let me explain. The premise of blockchain technology and the cryptocurrencies, non-fungible tokens [...]
Spotlight on SPACs: more risk than opportunity?

March 1, 2022

It is never a good idea to invest in a SPAC just because someone famous sponsors or invests in it or says it is a good investment. While special purpose acquisition companies (SPACs) have been around for decades, they have attracted unprecedented interest and investment since the first wave of Covid-19. Amid this recent boom, entrepreneur Richard [...]
All aboard the crypto train?

February 22, 2022

Are you a wealth manager who believes bitcoin and other cryptocurrencies are a passing fad or worse? You’re not alone. But you also may want to reconsider. The wealthiest clients certainly don’t agree and they are voting with their wallets. In fact, 72% of high-net-worth individuals (HNWIs) have invested in crypto, according to the 2021 [...]
Investing’s first principles and why the discounted cash flow model remains an absolute necessity

February 9, 2022

I couldn’t sleep. I knew something was wrong. The numbers just didn’t make sense. For years, pipeline energy analysts seemed to be adjusting their valuation models for pipeline master limited partnership (MLP) stocks in order to explain what was happening to the price. But why? Why adjust the models for one set of companies and [...]
It’s a myth that ETFs are eating the world

February 2, 2022

‘Software is eating the world’: so wrote the US venture capitalist Marc Andreessen back in 2011. From today’s perspective, with companies like Alphabet, Microsoft and Meta dominating the stock markets, Andreessen’s observation seems to have held up. Had BlackRock chief executive Larry Fink made similar comments about exchange-traded funds (ETFs) 11 years ago, he likewise [...]
How to master social media: Five tips for writing well

January 25, 2022

Following the topic started in a previous article, here on City AM’s CFA Institute Talk, mentioning that whatever you write on social media, it is important to write it well, Eric Sim now shares some critical lessons on how to do that. When I was 14, I failed an important English literature exam at my [...]
How to make social media work for you

January 18, 2022

As the most-followed CFA charterholder on LinkedIn, Eric Sim, CFA, has expertly leveraged social media to connect with other professionals, build his personal brand and advance his career. Here he explains how to make social media work for you. Your internal brand is essentially what people in your organisation think about you. It’s usually set [...]

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Who made the naughty list in the wine world in 2025?

By: CFA Institute Contributor

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