Articles in - Month: January 2020

Still Learning to Fish: Three Years On

I held my first book in my hands in the spring of 2016. However improbable it was for me to write one, there it was. And for that I owe the biggest thank you I could ever communicate to the incredible folks at the CFA Institute Research Foundation for helping make it...

Private Equity: Fooling Some of the People All of the Time?

Two Magic Words “This time is different” might be the four most dangerous words in investing. “Uncorrelated returns” may just be the two most lucrative. These seven syllables have been applied across the span of the alternative investment industry, from hedge funds...

East African Capital Markets: Three Lessons

“The earth has music for those who listen.” I thought of this piece of wisdom, variously attributed to George Santayana and William Shakespeare, among others, as I prepared for my speaker’s tour across four East African CFA societies late last year. The purpose of the...

Responsible Innovation: How Can European Asset Managers Lead?

The investment industry stands at a pivotal juncture. Faced with accelerating change, firms have a stark choice: They can either adapt to an increasingly competitive environment or succumb to potentially existential threats. While the sources of change today are too...

How to Beat the 2020 Year-End Forecasts

It’s January and strategists and economists are busy announcing their forecasts for 2020. Like every year, there’ll be plenty of mainstream predictions telling us everything is going to be just fine. And there’ll be a few that are so outrageous in their optimism or...