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Our Newsletters

Our latest publication includes diverse range of write-up covering different events, topic etc happening in the finance arena.

A Guide to Understanding Floating-Rate Bonds

A floating-rate security, also known as a “floater”, is an investment with interest payments that float or adjust periodically based upon a predetermined benchmark. While floaters may be linked to almost any benchmark and pay interest based on a variety of formulas, the most basic type pays a coupon equal to some widely followed interest …

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Campbell R. Harvey: Steps to an Economic Path Forward

In the 73rd CFA Institute Annual Virtual Conference, Campbell R. Harvey discussed the current and past financial crisis. He talked about events that lead and some events that lag the crisis. He also discussed the economic paths forward. Below, I summarized his discussion: Relationship of Inverted Yield Curve and Recession I’ve been interested in recessions …

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Howard S. Marks, CFA: Thoughts on working through a dramatic Down Cycle

The 73rd CFA Institute’s annual conference started yesterday, virtually this year from CFA Institute studio in Charlottesville, Virginia. Mark Franklin, President and CEO of CFA Institute, gave a welcome note and started the conference.  The first speaker, Howard S. Marks, CFA discussed his thoughts on working through a dramatic down cycle. His discussion on different …

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Comprehensive Plan for Dec 2020 CFA Level I Exam

Because of COVID-19, the June CFA exams are already postponed to December this year. Candidates will be able to sit for the December exam or February Exam. We summarize the two options below: Details Option 1 Option 2 Exam Dec 2020-Paper Based Exam Feb 2021-Computer-Based Exam Exam Date Dec 5, 2020 Feb 2021-Computer-Based Exam Registration …

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The Great Reflation: The Age of Inflation

The Great Reflation: The Age of Inflation My interest in studying financial and economic history started evolving when I came across a wonderful book by CFA Institute Research Foundation named “Financial Market History” 2/3 years ago. After studying this, I understood how important it is to understand the financial market history, policies, regulations, and investors’ …

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Session On“Personal Financial Planning & Goal based Investment”

PFS has organised a session on “Personal Financial Planning & Goal based Investment”. We discussed about expenses, budgeting, importance of savings etc. In addition, we also discussed about different life goals at different times. To achieve the goals on a priorities basis, one needs to save and invest in a way that is consistent with …

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