Enhancing the Voluntary Carbon Market: Gaps and Solutions
Strengthening carbon markets to drive sustainability and innovation Learn MoreRecently Published
America’s Evolving Geopolitical Landscape
Featuring Peter Zeihan
Guidance for Integrating Nature-Related Risks into Investment Strategies
Featuring Mel Peh, CFA
Asset Allocation Drift Due to Taxes
By William W. Jennings, CFA, and Brian C. Payne
Spot Bitcoin ETFs: The Struggle Was Worth It
By Andrew M. Hornback, and Robert E. Whaley
Thematic Content
Capital Markets
Mercer CFA Institute Global Pension Index 2024
This report examines how young investors use content from financial influencers on social media platforms, such as YouTube, TikTok, and Instagram, to gather information and make investment decisions.
Technology
The Automation Ahead - A New Content Series
This series breaks down the reality of GenAI’s current state, guiding you through the innovations, possibilities, and risks of this new wave of automation.
Industry Future
The Finfluencer Appeal: Investing in the Age of Social Media
This report examines how young investors use content from financial influencers on social media platforms, such as YouTube, TikTok, and Instagram, to gather information and make investment decisions.
Sustainability
Investment Innovations Toward Achieving Net Zero
CFA Institute Research and Policy Center has convened net-zero thought leaders and investment luminaries to break down the big ideas around achieving net zero. They provide practical guidance for investors, asset managers, investment professionals, and regulators.
Blogs
Decades in a Week: Germany’s Fiscal Breakthrough and Its Global Impact
When the coalition set to assume power in Germany announced a massive fiscal package this month, it marked a watershed moment for the eurozone, potentially signaling a fundamental shift in European economic policy. Investors must weigh the potential for long-term transformation against short-term noise and consider whether this marks a trading regime with some legs or just another chapter in market volatility, writes Mohammad Ali Shaikh, CFA.
6 Reasons to Avoid Hedge Funds
While most people will agree about holding traditional assets like stocks and bonds in their portfolios, hedge funds are more controversial. Raymond Kerzérho, CFA, outlines six reasons to avoid hedge funds. It is the third in a three-part series that explores the hedge fund literature.
Are You Investing in a Fad or a Future Market Leader?
Identifying the next big consumer product goes beyond spotting eye-catching brand campaigns or impressive revenue figures. It requires understanding the deep-rooted drivers behind a product’s success, be it cost efficiency, exclusivity, or emotional storytelling. For investors, the real question is not just which products will flourish, but whether they can sustain their dominance. Investors must track pricing power, innovation cycles, and strategic positioning, advises Sandeep Srinivas, CFA.
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2024 Graham & Dodd Top Award winner: Fundamental Analysis via Machine Learning
2024 Graham & Dodd Scroll Award winner: Empirical Evidence on the Stock–Bond Correlation
The Dollar's Exorbitant Privilege
Conversations with Frank Fabozzi, CFA
Beyond Active and Passive Investing: The Customization of Finance
Watch the Debate: New Insights on Stocks for the Long Run
How Much Does ChatGPT Know about Finance?
