Fidelity’s head of technical research addresses "Where will the stock market go from here?"
Will the bull market continue? Investment professionals are always curious. So naturally the question came up during a Q&A session with David Keller, who oversees technical analysis as a managing director of research for Fidelity Investments. The question followed Keller’s March 23 presentation to the Boston Security Analysts Society on “Applying Technical Analysis to a […]
Institutional equity research job hunters, check out this site!
If you’re an analyst looking for a job in institutional equity research, you should read the ResearchWatch blog published by Integrity Research. The blog will help you stay current on trends and players–especially independent research firms–in institutional equity research. Some recent topics included Mutual Funds Value Small Cap Research Most Kroll for Sale Firm Profile […]
JP Morgan’s Eigen: Put your clients in non-traditional, long-short fixed income
Too many of your clients are over-invested in traditional fixed income, in the opinion of William Eigen, JPMorgan Asset Management’s director of absolute return strategies and portfolio manager of the JPM Strategic Income Opportunities Fund. He made a case for using fixed income funds that can go short and use synthetic financial instruments during his […]
Tip for organizing information in your blog posts and articles
“Group similar points together. They gain power from consolidation and lose power from interruption.” –Francis Flaherty, author of The Elements of Story, p. 89
How should you thank clients for referrals?
Everybody knows you should thank clients when they refer business to you. But financial advisors can’t agree on the right way to express their thanks. Is a verbal thank you at your next client meeting enough? How about adding a card, gift or discount on your professional services? Often your response depends on the nature […]