Compound Insights, by CFA Society New York, delivers in-depth conversations with the foremost experts and influential authorities who comprise the global financial investment world. Compound Insights yields good-faith professional debate with the unique flexibility provided by podcasts. Guests will talk about complex investment ideas and principles, meaningfully amplifying the insights shared at CFA Society New York conferences. Topics include ESG, global, fintech investing and more.
The Risks and Opportunities in Africa’s Private Markets
Hear from two people with clear views into Africa’s private markets about how the Covid-19 pressures are making some sector’s private companies a better value while others are becoming more risky.
Public Pension Pressures Mounting Amid Covid-19
The risks of public pension pressures to state bond ratings is intensifying. Hear from Doug Offerman and Olu Sonola, CFA of Fitch Ratings about how the investments, structures and policies are all coming into play.
Why Slack in the Labor Market is Understated
The amazing jump in jobless claims and the unemployment rate may actually be rosier than reality. Our guest, Stephanie Aaronson (Brookings), shares what her research says.
Corporates on the Knife Edge
A conversation with Tod Trabocco, CFA
One seasoned pro’s view of sectors of the corporate lending market. What could save them and why some covenants matter more than others.
The Value of Asset Allocation Amid Volatility
A conversation with Jodie Gunzberg, CFA
Volatility is a time to review asset allocation and investment policy. We dig into why with one asset owner.
An Asset Owner’s View of The Volatility
A conversation with Lauren Goodwin, CFA
Hear what one portfolio strategist from New York Life Investments thinks about the recent markets.