Articles in - Month: June 2020

Create Trust!

Create Trust!

Susan Spinner, CFA, recently interviewed Rhodri Preece, CFA, about “Earning Investors’ Trust,” the new study from CFA Institute. For a long time,...

Shareholder Activism in Japan

Shareholder activism has been on the rise in Japan. Will the trend continue in the post–COVID-19 world? Shareholder activism in Japan rewards shareholders with positive abnormal returns, at least in the short run. That’s according to a new study we conducted at the...

No Longer Superheroes? Twilight of the Bonds

Fixed-Income Kryptonite “Faster than a speeding bullet. More powerful than a locomotive. Able to leap tall buildings in a single bound.” And he can fly and shoot lasers from his eyes. Superman not only has the best superpowers, he is also handsome, charming, and...

Crypto Dreamin’? The Good, the Bad, and the Ugly

Way, way back in 2014, I debated the cryptocurrency evangelist Andreas Antonopoulos on the merits of bitcoin. It was a wonderful, civil, and not too disobedient dialogue. I was skeptical, not cynical. Today, six years later, I remain skeptical but now have a cynical...

Three Reasons to Talk about Managing Capital Gains

The current market environment has left many tax-sensitive investors with concentrated, highly appreciated assets in their portfolios. Unless they plan to donate or die holding these assets, they will eventually sell and pay taxes on the gains. The value added by...