By Aaron Filbeck, CAIA, CFA, CFP®, CIPM, FDP, Managing Director, Content & Community Strategy, CAIA Association Something has felt different over the past few years. Maybe you noticed it sitting in an investment committee meeting or reading through a manager update. Or maybe just in the way conversations inside your own firm have quietly […]
By Fernando Walter Lolo, CAIA Chart patterns are powerful tools in technical analysis, helping traders identify potential trend reversals, continuations, and breakout opportunities. Recognizing these formations allows traders to make informed decisions based on historical price action and market psychology. This article continues the discussion from Part One and focuses on advanced formations and multi-timeframe […]
By John Sedunov and Michael Pagano Risk management has long been considered the domain of large, publicly traded banks – an exercise in regulatory compliance and systemic stability. Frameworks for measuring interest rate risk, credit exposure, and liquidity have historically been designed with institutions like JP Morgan or Bank of America in mind. […]
By Kate Zogaj Introduction: Custody as the Defining Question of Institutional Digital Asset Adoption As institutional participation in digital assets expands, the most consequential debate is no longer about price volatility or market speculation. It is about custody. Digital assets challenge the conventions of traditional financial infrastructure by requiring secure management of cryptographic private […]
By Mark Garfinkel, Sr. Portfolio Manager at Liquid Strategies, LLC As the private credit market surges toward $3 trillion in assets1, concerns are growing over the potential formation of a bubble—driven by too much capital chasing too few high-profile lending opportunities. Rather than focusing on whether the market is in a bubble, this […]
By Fernando Walter Lolo, CAIA Chart patterns are powerful tools in technical analysis, helping traders identify potential trend reversals, continuations, and breakout opportunities. These formations reflect market psychology and historical price behavior, appearing consistently across timeframes and cryptocurrencies—especially in Bitcoin, given its liquidity and volatility. This two-part guide explores 20 essential chart […]
By Nick Pollard, Managing Director, APAC at CAIA Association At a recent gathering of senior investment leaders in Singapore, one question set the tone: “What are the challenges that disproportionately occupy the minds of your firms at the moment?” The answers revealed a profession navigating what feels like a permanent state of regime change. […]
By Nick Pollard, Managing Director, APAC at CAIA Association In what has been an extraordinary year in so many ways, a recent meeting of APAC Global Investors considered what was occupying their minds as they position themselves for an era of uncertainty. Regime Change and Strategic Repositioning Geopolitical tensions and structural shifts in […]
By Charles Hyde, PhD, Head of Asset Allocation, New Zealand Superannuation Fund Fifteen years ago, we at New Zealand Superannuation Fund (NZ Super) set out to reshape how we think about building our portfolio, not as a collection of asset-class silos, but as a single, dynamic pool of capital. This journey […]
By Richard Sanders, CFA, Lead Asset Manager at Lifetri & Andreas Rothacher, CFA, CAIA Head of Investment Research at Complementa AG Asset allocation aligns investment outcomes with intended results, and getting this right is a primary focus for allocators. A thoughtfully designed asset allocation process is essential. Although allocators can rely on […]