Henry Azzam, chairman of the Middle East and North Africa region at Deutsche Bank, discusses the key challenges ahead at the CFA Institute Middle East Investment Conference. Read more
Leave a CommentMarch 2012
From the JOBS Act and Goldman’s change in board structure to short-termism and “say-on-pay” developments, the U.K. and U.S. dominated corporate governance headlines in the month of March. Read more
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Does behavioral finance offer an explanation for abnormally high corporate profits? James Montier of GMO, who will be speaking at the Annual Conference in Chicago, explores the issue in his latest white paper. Read more
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The job of management is to maximize corporate value, which leads CEOs to seek ways to boost their companies’ stock prices. Although generating consistent long-term earnings growth for shareholders would seem the obvious path to reaching that goal, every company will experience difficult times. The question is whether shareholders will regard a down quarter or year as simply a short detour on the overall journey or consider short-run earnings misses significant. Read more
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Michael O’Sullivan of Credit Suisse argues that regime change can benefit both civil liberties and the economy. Read more
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“Even the most rational approach to ethics is defenseless if there isn’t the will to do what is right,” Alexander Solzhenitsyn said. This quote came to mind after reading about widening investigations into insider trading in the U.S. and U.K. governments. Read more
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The Australian Securities Exchange (ASX) is piloting a one-year program to fund research for firms that may not otherwise attract attention from traditional research outlets. In response to this growing trend, Glenn Doggett, CFA, discusses the importance of objective, independent research. Read more
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Consider this scenario: a college alumnus starts a successful technology company, cashes out and donates a big chunk to his alma mater. In return, the school asks him to serve on the board of directors of the endowment fund. The entrepreneur is a respected professional in the tech industry but isn’t a professional investor and has never served as a trustee. Now what? Read more
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Social media highlights from the flagship event in the Middle East for CFA Institute, held 25-26 March 2012 in Doha, Qatar. Read more
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Political risk is only one of many hurdles. Still, the managing director of Gulf Capital believes the next decade looks promising for investors. Read more
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