• 2 days ago

Risk expert and author Richard Bookstaber joins guest host Genevieve Hayman, senior researcher at CFA Institute, to explore why traditional financial models often fail to capture the real dynamics...

By CFA Institute In Hedge Funds, Portfolio Construction, Macro, Fixed Income, Thematic / Megatrends, Industry

• 19 days ago

Mercer Senior Partner Christine Mahoney joins host Mike Wallberg, CFA, to unpack key findings from the Mercer CFA Institute Global Pension Index 2025. She explains how 52 retirement income systems...

By CFA Institute In Industry, Equities, Wealth Practice, Sustainability, Thematic / Megatrends

• 1 month ago

In this episode of Enterprising Investor, Winston Ma, CFA, investor, attorney, author, and partner at Dragon Capital, joins guest host and editor of the Enterprising Investor blog, Cathy Scott, to...

By CFA Institute In Fixed Income, Thematic / Megatrends, Emerging Markets, Macro, Industry, Sustainability, Private Markets, Equities

• 1 month ago

Rob Arnott, founder and chairman of Research Affiliates, joins The Enterprising Investor to challenge long-held assumptions about the equity risk premium and asset allocation. Drawing on Fear, Not...

By CFA Institute In Thematic / Megatrends, Equities, Portfolio Construction, Industry

• 2 months ago

Guest host Chris Wiese, CFA, Managing Director of Education at CFA Institute, speaks with Baxter Hines, CFA, Chief Investment Officer at Honeycomb Digital Investments and author of Digital Finance:...

By CFA Institute In Thematic / Megatrends, Equities, Fixed Income, Industry, Digital Assets

• 2 months ago

CFA Institute Research and Policy Center senior investment data scientist Brian Pisaneschi, CFA, breaks down the future of AI in investing—covering retrieval-augmented generation (RAG), agentic wor...

By CFA Institute In Thematic / Megatrends

• 3 months ago

At CFA Institute LIVE 2025, guest host Chris Wiese, CFA, managing director of \education at CFA Institute, sat down with Mark Anson, CFA, CEO of Commonfund, for a wide-ranging conversation on how i...

By CFA Institute In Thematic / Megatrends, Industry, Emerging Markets, Private Markets, Equities, Wealth Practice, Portfolio Construction

• 3 months ago

What’s driving the curious performance of US equities in 2025—and what risks are flying under the radar? Christopher Shipley, Senior Vice President and Co-Chief Investment Officer at Fort Washingto...

By CFA Institute In Macro, Thematic / Megatrends, Sustainability, Equities

• 4 months ago

Guest host Chris Wiese, CFA, Managing Director of Education at CFA Institute, sits down with Nerina Visser, CFA, President’s Council Representative for the Middle East and Africa, during the CFA In...

By CFA Institute In Sustainability, Equities, Thematic / Megatrends, Indexing / Passive, Emerging Markets, Portfolio Construction