Жанры
Авторы
Контакты
О сайте
Книжные новинки
Популярные книги
Найти
Главная
Авторы
Evan L. Jones
Active Investing in the Age of Disruption
Читать книгу Active Investing in the Age of Disruption - Evan L. Jones - Страница 1
Оглавление
Предыдущая
Следующая
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
...
35
Оглавление
Купить и скачать книгу
Вернуться на страницу книги Active Investing in the Age of Disruption
Оглавление
Страница 1
Table of Contents
List of Illustrations
Guide
Pages
ACTIVE INVESTING IN THE AGE OF DISRUPTION
The Confluence of Central Bank Intervention and Technology Acceleration
Страница 7
ABOUT THE AUTHOR
ACKNOWLEDGMENTS
PREFACE
Страница 11
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
Goal congruence and fiduciary responsibility
Invest in business fundamentals
Understand the role of valuation in future returns
Contrarianism
Time horizon
Portfolio concentration
Behavioral pitfalls
Process
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 = DISRUPTION
Innovation adoption tipping point
Innovation and Financial Capital
Outperformance potential with unprofitable but disruptive companies?
Private markets overheating?
Contrarianism and paradigm shifts
{buyButton}
Подняться наверх