Key officials at the US Federal Reserve have finally acknowledged that they mischaracterised an inflationary surge that has proven larger and more persistent than they expected. The Fed must now follow up by doing two things quickly.
The 17 Sustainable Development Goals (SDGs) are vitally important to building a better world for all humanity. Using an SDG framework reduces portfolio risk while making a positive SDG impact.
Private debt essential to modern investment portfolios. If the end objective is an attractive risk-adjusted return, then private debt is the means to get there.
Knowledge and proficiency in behavioural finance and investor psychology - finology - is developing ever better relationships with clients to help them achieve their goals. Benchmarking your current finology proficiency matters!
When markets are exuberant, it is difficult to see - let alone act - against the hubris. When markets are down in the dumps, it is difficult to see past the misery. A reductive macro-economic framework may help.
Unless economists recognise the existence of inescapable uncertainty, there can be no macroeconomic theory, only prudential responses to emergencies.
Portfolio construction practitioners have access to a broader array of investment research, strategies and tools than ever before - yet obstacles to meeting clients' long-term financial goals are equally numerous.
Trust is the product of two judgements clients make about us - our competence nad our benevolence. So trust could, at least partly, be won without being earned. So is it ethical to try?
Regulation states that fund managers must not mislead clients. While prescribed scales exist for risk, analysis shows inconsistent application.
In retirement, investors seek to convert their savings into a sustainable salary replacement with access to growing capital. The metric for success must also shift to accommodate these trade-offs.
US President Joe Biden faces a critical decision - whom to appoint as chair of the Federal Reserve, arguably the most powerful position in the global economy. He doesn't have to look far to find someone who has already shown her mettle.
Many assume there are two kinds of business decision makers - those who are ethical and those who are not. However, most of us are both.
Practitioner education focuses heavily on developing technical investment skills, often to the detriment of knowledge and skills that enable better engagement and understanding of the most important aspect of any portfolio – the client!
There is no point in building wealth for the future if that future is one of frequent and catastrophic climate events that undermine our way of life.
Investors are concerned about investing in assets with exposure to carbon emissions. However, regulated electric utilities will be a significant beneficiary in a greener world.
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