ARX Series
Most Popular on ARX
(December 2022 - February 2023)
Overview
ARX is designed to bring together investment professionals in Asia Pacific and other regions to share their views, knowledge and experience, so that they can learn from their peers and thought-leaders. Below are the most often downloaded posts in the last three months.
To browse or search ARX's repository of more than 5,000 posts, select "Research" in the main menu.
WEBINAR: Fun and Games - Investment Gamification and Implications for Capital Markets
In this webinar, Sivananth Ramachandran, CFA, CIPM, described the various gamification techniques and how they act on investor biases. He also described the capital market implications of gamification, and some recommendations on how these techniques can be made to work for investors, rather than against their interests.
9 February 2023 | CFA Institute | Video: 58 mins.
ESG and Climate Trends to Watch for 2023
Discover what trends may shape the environment for investors and companies in the year ahead.
16 January 2023 | MSCI
Looking Ahead to 2023: End and Beginning of an Earnings Cycle
Rob Almeida reflects on 2022 and breaks down key market and investment considerations, including the rate of inflation, recession risks and earnings expectations for the year ahead.
22 December 2022 | Robert M. Almeida, Jr.; MFS Investment Management
Key Themes Influencing the Macroeconomic and Capital Markets Environment in 2023
As we enter 2023, there are several key themes that will likely influence the macroeconomic and capital markets environment.
19 January 2023 | Jonathan W. Hubbard, CFA; Benoit Anne; Jamie Coleman; MFS Investment Management
Guidance For Integrating ESG Information into Equity Analysis and Research Reports
CFA Institute encourages all investment professionals to consider material ESG factors, where relevant, in their analytical and investment decision making processes, read the report and learn more.
22 November 2022 | CFA Institute
Artificial Intelligence in Investment Management — Elevating Client Relationship and Return
AI stands to provide benefits to investment management. But how to identify their values and deploy them more effectively? Find out from ARX Business Model Investment Series now!
21 November 2022 | Kevin Pereira; Rajendra Shroff
Sector Analysis - A Framework for Investors
CFA Institute and ACCA present a series of articles detailing a framework for analysis of investment fundamentals of industries.
2020 | CFA Institute
WEBINAR: ESG Competencies for Your Career - Key Updates to the Certificate in ESG Investing
In our latest webinar “ESG Competencies for Your Career”, speakers shared their perspectives on ESG talent development. Key updates to our Certificate in ESG Investing, which aims to meet the growing demand for ESG talent from financial institutions, were also provided.
9 December 2022 | CFA Institute | Video: 63 mins.
Stewardship at MFS in Practice: ExxonMobil Case Study
This MFS Case Study illustrates our collaborative, security-specific approach to proxy voting.
22 December 2022 | MFS Investment Management
What Might the Next Cycle Look Like?
MFS Chief Economist Erik Weisman suspects the next business cycle will feature a bit more growth, a little more inflation and Main Street beating out Wall Street.
19 January 2023 | Erik S. Weisman, Ph.D.; MFS Investment Management
WEBINAR: Asia-Pacific FinTech Month 2022 - Deployment of AI in the Financial Services and Investment Industry
In this recorded webinar, we brought together experts from technology companies and financial institutions to discuss on key AI techniques and practices. They also shared the experience on the benefits and challenges during the deployment. Lastly, we discussed the organizational transformation needed to realise the true potential of artificial intelligence.
11 August 2022 | CFA Institute | Video: 1hr 37mins.
Independent Directors in Pakistan - Regulations & Practice
This publication is prepared with respect to independent directors currently serving on boards of various companies in Pakistan. It mainly focuses on their role, responsibility, diversity, selection, remuneration, representation, and board terms.
25 October 2022 | Mohammad Shoaib, CFA; Shahzad Saleem, CFA; CFA Society Pakistan; The Pakistan Credit Rating Agency
The COP27 Net Zero Atlas
Our Cop27 Net Zero Atlas builds on our inaugural report to systematically assess climate targets and mitigation strategies of G20 countries'. It also includes analysis of physical climate risk exposure for each G20 country for the first time.
14 November 2022 | Nicolas Lancesseur; Florian Gallo; Edmund Bourne; Claire Hugo; Jaakko Kooroshy; FTSE Russell
Natural Language Processing in Banking: Current Uses
This article will introduce a branch of Artificial Intelligence called Natural Language Processing (NLP) and dive into two popular NLP models, Word2vec and Bag of Words. Subsequently, the article will examine NLP applications in banking use cases like document search, investment analysis, and customer service. Finally, we will end with some key takeaways for banking executives.
22 November 2022 | Kevin Pereira; Rajendra Shroff
WEBINAR: Future of Skills and Learning: Planning Your Career for the Industry of Tomorrow
In this recorded webinar, Rhodri Preece, CFA and Ryan Munson present key findings from the latest CFA Institute Research report, The Future of Work in Investment Management: Skills and Learning. The authors discuss the factors disrupting the investment industry today and how job roles will be affected.
20 September 2022 | CFA Institute | Video: 62 mins.
China Offshore Bond Market 2023 Outlook: Safety Comes First Amid Challenging Environment
The tightened policies on the use of proceeds from LIDC bond issuance, ongoing defaults and credit events of Chinese property developers and higher offshore financing costs due to the sharp Fed rate hike led to the decline in the new issuance amount.
13 December 2022 | Toni Ho; Ben Yau; Dr. Stan Ho; Lianhe Global
China Outlook 2023: A Cyclical Recovery / 展望2023：或跃在渊
China finetuning “COVID-Zero”; flames of “Dual Circulation” turning blue. Economic cycle near turning point, but arduous property recovery likely. Shanghai ~3-3,500, Hang Seng ~16-23,000, with bouts of volatility.
中国重新审视防疫政策；“双循环”的驱动双轮力有不逮。经济短周期接近拐点，但房地产复苏非一日之功。上证曲折交易于约3-3,500点，恒指约16-23,000点。渐进倾向于周期性、成长型板块相对于防御性、价值型板块。
21 November 2022 | Hao Hong, CFA; GROW Investment Group
Assessing the Impact of 20 Years of SPIVA
“SPIVA” stands for “S&P Indices Versus Active,” and it is the name for a regular series of research reports that compare the performances of actively managed funds to appropriate benchmarks.
26 October 2022 | Tim Edwards, PhD; Craig Lazzara, CFA; S&P Dow Jones Indices
Earnings Extrapolation and Predictable Stock Market Returns
The U.S. stock market’s return during the first month of a quarter correlates strongly with returns in future months, but the correlation is negative if the future month is the first month of a quarter, and positive if it is not.
07 December 2022 | Hongye Guo
ESG in Action: Linde
This case study highlights the importance of adopting a system-wide perspective on corporate emissions data accounting and reporting while pursuing workable solutions in the journey to net zero.
25 November 2022 | MFS Investment Management
Investor Series: Derivatives/Structured Notes
The investor series aims to provide basic mechanics of investment products, market convention, and process on how people can invest. This webinar focuses on derivatives and structured notes.
23 September 2022 | Mari Toni Bautista, CFA; CFA Society Philippines
A Kaleidoscopic Perspective of the Belt and Road Initiative
Since 2013, China’s ‘‘Belt and Road Initiative’’ (BRI) has grown in number and become increasingly global in scope. Despite these trends, international business (IB) research on the BRI remains limited.
04 July 2022 | Jiatao Li; HKUST Institute for Emerging Market Studies (IEMS)
The Merge – A Milestone Event in the DeFi Universe
Ethereum went through “the merge” in September this year. What was it about? To learn more, download ARX Business Model Investment Series now!
31 October 2022 | Kenneth Kwong, CFA
Fun and Games - Investment Gamification and Implications on Capital Markets
Gamification and other behavioral techniques have many positive uses, such as education, but these methods could also be exploited to promote excessive trading. This paper analyzes the main issues and recommends reforms to prevent abuses.
16 November 2022 | CFA Institute
WEBINAR: ESG Talent Development Trends and Strategies
CFA Institute is proud to offer the Certificate in ESG Investing to help firms and individuals stay competitive, and to equip them with skills to better integrate ESG factors into their investment analysis and client conversations. This information session highlights the latest trends and opportunities in the ESG investment space, presents details of the curriculum of the Certificate in ESG Investing, and offers a discussion with industry leaders on how they are filling the ESG talent gap in their companies.
7 June 2022 | CFA Institute | Video: 1 hr 32 min.
ESG Materiality and Responsible Investments: Evidence from Real Estate Investment Trusts
This study indicates that material/immaterial ESG negatively/positively predict expected returns. Investors in REITs are found to be more rational than environmental driven, and they price assets regardless of ESG materiality.
07 December 2022 | Kwok Yuen Fan; Jianfu Shen; Eddie Chi-man Hui; Louis T.W. Cheng
From A Fishing Village to the IFC Mall - Introduction of “Rise from Crises”
This volume comprises essays from 30 investment practitioners and tells the tales of how Hong Kong has risen from crises in the past 30 years.
12 January 2023 | Alvin Ho, CFA; CFA Society Hong Kong
Farewell, COVID-0 / 再见了，“清零”
The direction is clear - China gradually reopens. Cases will surge, confusion will grow, and market will be volatile. Stay positive. The longer-term trend of the Dollar begins to turn down, boding well for risk assets.
中国将逐步重启的方向是清晰可鉴的。新冠病例将激增，纷乱如影随形，而市场震波也将若隐若现。我们咬定青山，持正不挠。美元的长期趋势开始拐头下行，风险资产也将时来运转。恒指似乎正从史诗级的低迷中虎口脱险。随着中国重启过程中网购、外卖需求增加，互联网平台公司应继续跑赢。
05 December 2022 | Hao Hong, CFA; GROW Investment Group
An Index Approach to World Cup Success
The World Cup sees many who attempt to identify trends or patterns that may contribute to a nation’s success. This blog follows competing countries included in the S&P Global BMI and S&P Frontier BMI.
08 December 2022 | Sean Freer; S&P Dow Jones Indices
Risk-Neutral Pricing of SLBs and Step-down Structures
This paper analyses Sustainability-Linked Bonds (SLBs) through a risk-neutral present value scenario approach.
29 October 2022 | Ulf Erlandsson; Stephanie Mielnik; Josephine Richardson; Cedric Rimaud; Anthropocene Fixed Income Institute
About the Author(s)
Senior Director: Scott Lee
Project Specialist: Natalie Yiu
Coordinator: Christy Leung