Melbourne Archives - CFA Society New Zealand

Royal Commission into the Misconduct of the Banking, Superannuation and Financial Services Industry: An Insight

Equity Income Investing Redux April 22, 2024
No doubt the past year has been difficult for equity income investors. But history, inherent biases, mean reversion, and the current market backdrop point to a comeback.
Brian F. Lomax, CFA, CAIA
Book Review: Enrich Your Future April 18, 2024
This engaging book is simultaneously memorable and humorous. The numerous sports analogies will have you smiling as you absorb Larry Swedroe's unforgettable investment precepts.
Janet J. Mangano
CAPE Is High: Should You Care? April 17, 2024
A simple analysis shows that Robert Shiller's cyclically adjusted price-to-earnings ratio changed in the 1990s and that mean-reversion concerns may be misplaced. If CAPE changed three decades ago, however, there is nothing preventing it from doing so again.
Marc Fandetti, CFA