Positioning Portfolios for Turbulent Times

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CFA Institute Conference Proceedings Quarterly
June 2012 | Vol. 29 | No. 2 | 9 pages
Source: CFA Institute
Brian D. Singer, CFA

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Abstract

Investors are investing during a time of turbulence. This turbulence is not unusual, but it might seem unusual because investors’ experience and training have not prepared them for it. Game theory related to geopolitics, liquidity, and solvency issues, along with the integration of developed and developing economies, are the sources of today’s turbulence and investment opportunities.

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Topics
Behavioral Finance
    :
  • Institutional Investor Decision Making
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Economics
    :
  • Government Regulation
  • ·
  • International Trade and Capital Flows
  • ·
  • Relationship of Economic Activity to the Investment Process
  • ·
  • The Monetary System
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Fixed Income
    :
  • Analysis of Credit Risk
  • ·
  • Behavioral Issues
  • ·
  • Fixed Income Markets - Characteristics, Institutions, and Benchmarks
  • ·
  • Macroeconomic Effects on Fixed-Income Yields
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Leadership, Management, and Communication Skills
    :
  • Adapting to Change
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Risk Management
    :
  • Firmwide Risk Management
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Standards, Ethics, and Regulations (SER)
    :
  • Applicable Laws and Regulations
Credits · About the CE Program
0.5 CE (including 0.5 SER) Manage CE Credits

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