Most Popular on ARX
(March - May 2023)
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.
Building a Bear-Proof Portfolio
The focus of this research is to create a portfolio of equities that is proven to be resilient to market downturns, and also performs well after a bear market.
28 Apr 2023 | Aiskhylos A. Akiyama; Gabriel Martin Lao A. Chu; Ryan Jacob T. Gatchalian; Vicente Luis M. Llave; Lance Jason T. Teh
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: Upskilling with the Enhanced CFA Program
In this webinar, our expert panel examined the latest hiring trends and sought-after skills in the finance industry.
29 March 2023 | CFA Institute | Video: 1hr 12 mins.
ACCA Global Talent Trends 2023
Recent ACCA Global Talent Trends Survey 2023 sheds light on pressing issues faced by accountancy professionals worldwide. Download to learn more.
13 Apr 2023 | ACCA
SFC's Consultation Paper on the Proposed Regulatory Requirements for Virtual Asset Trading Platform Operators Licensed by the Securities and Futures Commission
The CFA Institute and CFA Society Hong Kong jointly responded to SFC’s consultation on proposed regulatory requirements for virtual asset trading platform operators. Download to read more.
12 Apr 2023 | CFA Institute; CFA Society Hong Kong
Exploring Fixed Income: Seeking the Silver Lining to the Clouds of 2022
MFS fixed income experts review the dynamics driving yields and what investors should be thinking about across the global fixed income markets over the next year and beyond.
17 Apr 2023 | Benoit Anne; Bradford Rutan, CFA; MFS Investment Management
HSI Volatility Index - A Useful Tool to Measure Market Volatility
With an objective to measure the 30-calendar-day expected volatility of the Hang Seng Index (‘HSI’), the Hang Seng Indexes Company launched the HSI Volatility Index (‘VHSI’) in 2011.
13 Apr 2023 | Hang Seng Indexes Company Limited
The Renaissance of Active Management
MFS CEO Mike Roberge discusses the shifting dynamics and volatility of today's marketplace and why active managers are best positioned to tune out the short-term noise and identify those things that drive long-term value.
13 Apr 2023 | Michael W. Roberge; MFS Investment Management
WEBINAR: 2023 ESG & Climate Trends to Watch - The APAC View
We are proud to partner with MSCI for a ESG webinar series! Our first webinar explored 2023 ESG and climate trends in APAC. Check out the recording now!
28 February 2023 | CFA Institute; MSCI | Video: 61 mins.
WEBINAR: Up your ESG Game: Plugging the Talent Gap
In this webinar, key topics included the Certificate in ESG Investing, government support, and employer recognition.
14 March 2023 | CFA Institute; CFA Society Hong Kong | Video: 61 mins.
A Study on the Inclusion of an Actively Managed BTC to a Passive Fund
This study aims to discover if the addition of cryptocurrency as an active portfolio to a portfolio containing undervalued stocks within the PSEi index would generate greater expected returns than a portfolio containing stocks from the index alone.
28 Apr 2023 | Liam Co; Portia Doragos; Camille Esteban; Nathan Fernandez; Ysabelle Ngo; Reich Tiamson
Market Maps: Equity Factor Insights - April 2023
Quality was the star performer in most markets in the volatile Q1, as the banking-sector scare in March drove a massive rotation into stocks viewed as less vulnerable to the possible economic and credit-market fallout.
24 Apr 2023 | FTSE Russell
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.
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.
Understanding Negative Risk-Return Trade-offs
This is an academic paper that empirically and theoretically helps better understand several related asset pricing puzzles - Why do risk premia react negatively to stock market uncertainty shocks? Why does volatility risk premium predict returns?
17 Feb 2023 | Aoxiang Yang
Government Securities of Bangladesh: Brief Overview and Challenges in Achieving Vibrant G-Sec Trading on DSE
In this report, we provide a brief overview of Bangladesh's Government Securities and examine the challenges that stand in the way of achieving vibrant trading of G-Sec on the DSE.
24 Apr 2023 | EBL Securities Ltd.
Tracking Quality Dividend Growers in Pan Asia
S&P DJI’s Rupert Watts & KraneShares’ Brendan Ahern explore how the S&P Pan Asia Dividend Aristocrats Index tracks quality dividend growers in Pan Asia and a range of potential applications for these defensive yield generators.
30 March 2023 | Rupert Watts; Brendan Ahern; S&P Dow Jones Indices
The Big Mac on Fixed Income Opportunities
The case for fixed income has become much stronger over the past year, and, in our view, there are compelling opportunities across the global fixed income universe that could support a range of investment objectives.
9 March 2023 | Benoit Anne; MFS Investment Management
Analyzing High Dividend Yield Strategies in Australia
In this paper, we will examine the Australian dividend market in depth and analyze the historical performance of the Australian high dividend yield strategy.
10 February 2023 | Jason Ye, CFA; Izzy Wang; S&P Dow Jones Indices
Blockchain – The Underlying Technology of Cryptocurrency
Blockchain technology has potential beyond crypto. Discover its characteristics and use cases in our latest article now!
6 March 2023 | Kenneth Kwong, CFA
The Start and End of a Recession: Multi-Asset Signals - Part I
Arguably the biggest question investors are asking at the start of 2023 is: will there be a recession in 2023? We look at some forward-looking indicators from the two biggest asset classes, fixed income and equities, to find clues to the answer.
22 February 2023 | Indrani De, CFA; Robin Marshall; Mark Barnes; FTSE Russell
Mind the Gender Gap
Recent data indicate that women who want to pursue financial careers in India face significant barriers, including lack of advancement and lagging compensation. This report analyzes the findings and offers recommendations.
1 March 2023 | Sivananth Ramachandran, CFA, CIPM; Jolly Balva, CFA; Meera Siva, CFA; CFA Institute; CFA Society India
FSRG Briefs - Virtual Assets
Overview of the current state of the market for virtual assets in Hong Kong, covering legal and regulatory frameworks, fund management, trends and opportunities, plus a snapshot of the development of central bank digital currencies.
16 Feb 2023 | Jason Chan; Financial Services Research Group
Bangladesh Cement Industry Overview
The cement industry's long-term demand outlook remains positive, with higher single-digit to double-digit expected growth over the next five to ten years owing to rising urbanization rate, rapid real estate development and government mega projects.
09 Apr 2023 | EBL Securities Ltd.
Market Maps: Fixed Income Insights (China) - April 2023
Sweet spot for China IG credit and government bonds created by low inflation. Get the latest insights on the Chinese fixed income market.
04 Apr 2023 | FTSE Russell
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.
FSRG Briefs - Green Finance
An update on characteristics and current trends in markets for green bonds, green and sustainability linked loans and green mortgages, with particular attention to Hong Kong's role.
21 Feb 2023 | Alexandra Tracy; David von Eiff; Phoebe Chan; Financial Services Research Group
Fixed Income is Attractive, but Beware of “Fake” Yield
While higher yields have generally made bonds more attractive, a more difficult operating environment ahead will require careful consideration.
17 February 2023 | Robert M. Almeida, Jr.; MFS Investment Management
Currency Risk under Capital Controls
EM Currencies with more stringent capital controls earn lower average returns. Such pattern concentrates in debtor countries. A quantitative model explains the pattern through reduced exchange exposure to sudden stops.
17 February 2023 | Xiang Fang; Sining Liu; Yang Liu
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
About the Author(s)
Senior Director: Scott Lee
Project Manager: Natalie Yiu
Coordinator: Christy Leung