Practical analysis for investment professionals
03 May 2013

Weekend Reads for Investors: The Rising Influence of Activists, Africa, and Twitter

Posted In: Weekend Reads

Accommodative central bank monetary policy trumped mostly sluggish economic news and uninspiring first quarter earnings reports in April, pushing most major global equity markets higher. The MSCI World Index gained 2.9% for the month, highlighted by a 12% surge for Japanese stocks. Without a meaningful upturn in economic activity, the resilience of global stock markets will be challenged in the months ahead, as weak top line growth and profit margins that already stand at record highs are certain to leave companies hard pressed to continue to deliver on the earnings front.

Here are some stories to add to your weekend reading list.

Investing Strategies, Theories, and Missteps


Outlook for Markets and Humanity

Regarding Hedge Funds

Barbarians at the Gate

Bad Behavior on Wall Street

Twitter

Apple

Frontier Markets

The Lighter Side


Please note that the content of this site should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of CFA Institute.

Photo credit: ©iStockphoto.com/JLGutierrez

About the Author(s)
David Larrabee, CFA

David Larrabee, CFA, is director of Member and Corporate Products at CFA Institute and serves as the subject matter expert in portfolio management and equity investments. Previously, he spent two decades in the asset management industry as a portfolio manager and analyst. He holds a BA in economics from Colgate University and an MBA in finance from Fordham University. Topical Expertise: Equity Investments · Portfolio Management

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