Viraj Desai, CFA, CAIA is a Director at Charles Schwab Investment Management (CSIM). He contributes to the asset allocation and manager selection of the firm’s Selective Portfolios. Before joining CSIM, Desai was a member of BlackRock’s Outsourced CIO investment team, where he designed and managed outcome-oriented multi-asset solutions for BlackRock’s largest global institutional clients. Desai earned his undergraduate degree in economics from New York University and his MBA from The Gabelli School of Business at Fordham University. He is a member of the CFA Institute, CFA Society New York, and the CAIA Association and maintains the FINRA Series 65 license.
Conglomerate stocks were a common staple of investment portfolios in the 60s. Some tech companies are branching out to become modern conglomerates.
Commodities have been red-hot in 2020 and 2021. Is this the start of a so-called commodity supercycle? And what might that mean for investors?
Ultra-low interest rates and a promise by the Fed to keep rates low for a while has many retirees rethinking their bond portfolios. But is that the best course?
A new $2 trillion infrastructure plan is making its way through Washington, leading many investors to seek new opportunities. But which sectors will get a boost?
In a post-pandemic economy, small cap stocks may be emerging as an early beneficiary. Should you add them to your portfolio? Here’s what investors should know.
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Some financial professionals suggest including alternative investments—those that fall outside the world of stocks, bonds, and cash—as part of a diversified portfolio. Should investors consider cryptocurrencies as part of the alternatives choice set?
Learn about “black swan” events and how you can attempt to protect yourself and your portfolio from adverse shocks.
Now that the elections are settled, some new certainty can help guide investment choices. Contemplate long-term fundamentals and portfolio diversification.
Public companies are required to periodically disclose the state of their business in forms such as the 10-K and 10-Q. These forms can help investors make more informed decisions.
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