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

Categories: Equity Investments, Portfolio Management, Quantitative Methods, Standards, Ethics & Regulations (SER)
Current Thinking

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

Tags: , , , , , , , , , , ,

Leave a comment

Your email address will not be published. Required fields are marked *