Top Five Articles from November: Equity Valuations, Amazon, Palm Oil

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1. Keep It Simple: 11 Rules for Equity Valuations

James J. Valentine, CFA, shared his 11 guidelines for fairness valuations and setting worth targets on the CFA Institute Conference: Equity Research and Valuation 2017. Paul McCaffrey supplies a synopsis.

2. Three Tips for Evidence-Based Retirement Plans

Isaac Presley, CFA, has just a few recommendations to place just a little evidence-based considering into your purchasers’ retirement plans.

3. Beyond Modern Portfolio Theory: Liability-Driven Investment Strategies

The portfolio development strategies popularized by fashionable portfolio principle (MPT) will not be all the time sensible, writes Dan Tammas-Hastings, CFA. That’s why liability-driven funding (LDI) methods are producing elevated attention.

4. Active vs. Passive vs. Amazon et al.

The high 10% of corporations account for 80% of all income, Sloane Ortel observes. This leaves us with two seemingly conflicting truths: Winners win greater than ever, however Amazon, one of many world’s largest winners, just isn’t making a lot in the way in which of income.

5. The Palm Oil Industry: Visualized through Big Data

Palm oil is a reasonable and extremely versatile vegetable oil derived from the fruit of the oil palm tree. And with annual gross sales of round $50 billion, palm oil can also be a giant enterprise, albeit one with outsized dangers. Gabriel Thoumi, CFA, FRM, and Kalev Leetaru use knowledge visualizations to raised perceive the sector’s interconnections.

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All posts are the opinion of the creator. As such, they shouldn’t be construed as funding recommendation, nor do the opinions expressed essentially mirror the views of CFA Institute or the creator’s employer.

Images credit score: ©Getty Images/FrankRamspott

Susan Hoover, JD

Susan Hoover is presently the editor of Connexions, the CFA Society Leader e-newsletter. Previously, she was the digital editor, Enterprising Investor weblog, CFA Institute for 2 years. Prior to CFA Institute, Hoover labored for McCallum & Kudravetz, PC, and the U.S. Department of the Navy in actual property and labor regulation. Hoover earned the CFA Institute Investment Foundations™ Certificate and holds a BA diploma from Lehigh University and a JD diploma from the Washington College of Law, American University.

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