10 Forecasting Guidelines

A recent article in CFA Institute provides a list of ten guidelines to use when making economic forecasts: Data matters: “Always base your forecasts on data, not qualitative arguments.” Data-mining…

Investors Back Away from Tobacco Stocks

European pension funds and insurers have started divesting tobacco holdings as a push toward socially responsible investing has led to a downturn in performance. This according to an article in…

Swedroe: Global Diversification is Key

In an article for ETF.com, BAM Alliance director of research Larry Swedroe points out that, despite the attractive valuations and growth outlooks for emerging market stocks, most U.S. investors dramatically…

Howard Marks on Improving Investing Odds

At the CFA Society Portland’s Annual Investment Strategy Dinner last month, Oaktree Capital co-chair Howard Marks said the two most important factors for investing success are managing risk and understanding where…