Articles in - Month: October 2019

Anne Walsh, CFA, Warns of Cumulative Credit Losses

After 11 years of economic expansion, investors are preparing for trouble. Guggenheim fixed-income CIO Anne Walsh, CFA, has been keeping a close eye on economic indicators. “Our firm has been in the camp of saying, ‘Yeah, recession risks are very, very high,’” Walsh...

What Can AI and Big Data Do for Finance?

Larry Cao, CFA, is the author of AI Pioneers in Investment Management from CFA Institute. AlphaGo brought artificial intelligence (AI) out of computer labs and into the living room. From October 2015, when the AlphaGo AI first beat a professional human competitor, to...

India and the ESG Challenge

The year 2019 is setting records and not the kind the planet would have liked. Not only will 2019 be among the hottest years ever recorded, but July 2019 was the hottest month in the 140 years that temperature records have been kept. The forest fires burning...

Suddenly Single: How to Plan with Female Clients

“How does it feel? To be on your own?” — Bob Dylan, “Like A Rolling Stone” We all start out single, and most women, whether they marry or not, will end up that way. About half of all US marriages fail, and 11 million of the 13 million widowed spouses in the United...

Veterans and Finance: The Value Proposition

Won Palisoul thought she knew what she was getting into when she joined the US Navy in the summer of 2001. She’d just graduated from high school and wanted to serve her country and acquire new skills. She did not expect to go to war. But three weeks into boot...

AI, What Have You Done for Us Lately?

Investing in Artificial Intelligence (AI) vs. AI Investing “AI will probably most likely lead to the end of the world, but in the meantime, there’ll be great companies.” — Sam Altman If investors are looking for that one great AI company that will also end the world,...