Active Investing in the Age of Disruption
Cover -- Title Page -- Copyright -- Contents -- About the Author -- Acknowledgments -- Preface -- PART I Market Environment: The 2010s and 2020s -- Chapter 1 Challenges to Active Investing -- Active investing alpha has been falling -- Self‐reinforcing cycle driving poor performance -- Why do these forces pressure investment decisions? -- Key investment tenets -- Chapter 2 Global Central Bank Intervention -- Unprecedented global central bank intervention -- Fundamental investing overwhelmed by central bank intervention -- Low rates and the US consumer -- Chapter 3 Accelerated Pace of Technology & -- equals -- Disruption -- Innovation adoption tipping point -- Innovation and Financial Capital -- Outperformance potential with unprofitable but disruptive companies? -- Private markets overheating? -- Contrarianism and paradigm shifts -- Chapter 4 Passive Investing -- Factor investing -- How far can passive investing go? -- Are the losers quitting the game? -- Financial product creation and passive alternatives -- Chapter 5 The 2020s -- Economic drivers of the 2020s -- Continuation of technology‐driven disruption -- American dream -- Populism -- The biggest downside risk: Loss of faith in central banks -- Consequences for active investing -- Is value investing dead? -- PART II Creating Alpha -- Chapter 6 A Cohesive Strategy -- Aligning pieces of the puzzle -- Benchmarks and security selection universes that are too narrow or broad -- Diversification and performance goals -- Assets under management (AUM) relationship to strategy -- Matching the time horizon of the strategy to the investor base -- Fees in relation to the strategy return potential -- Shorting and your strategy -- Academic analysis and investment reality -- Firm incentives -- Executing the strategy -- Chapter 7 Investment Process -- Process evolves -- it is not stagnant.
Year of publication: |
2020
|
---|---|
Authors: | Jones, Evan L. |
Publisher: |
Newark : John Wiley & Sons, Incorporated |
Subject: | Investition | Investment | Ältere Menschen | Elderly people | USA | United States | Alternde Bevölkerung | Aging population | Disruptive Innovation | Disruptive innovation |
Description of contents: | Table of Contents [gbv.de] ; Description [swbplus.bsz-bw.de] |
Saved in:
Online Resource
Extent: | 1 online resource (211 pages) |
---|---|
Type of publication: | Book / Working Paper |
Language: | English |
Notes: | Description based on publisher supplied metadata and other sources. |
ISBN: | 978-1-119-68812-9 ; 978-1-119-68808-2 |
Source: | ECONIS - Online Catalogue of the ZBW |
Persistent link: https://www.econbiz.de/10012223164
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