“Emerging market equities [have] a history of headlines — mostly negative — and volatility,” said Devan Kaloo, head of global emerging markets equities at Aberdeen Asset Management. Yet there is reason for optimism, especially for those value investors who dive deeply into the fundamentals, which may be turning positive, Kaloo told attendees at the 70th CFA Institute Annual Conference.
Is the potential value of family-controlled businesses overlooked by investors or are these firms better off ignored? A panel at the Ben Graham Value Conference IV, hosted by CFA Society New York, discussed these firms and why they might be worth investing in. Robert Del Mauro explores key takeaways.
Global macro is as much an exercise in navigating the political economy as it is an alternative investment strategy. Practitioners must recognize its limitations and remember that change is the one constant.
Jason Voss, CFA, provides his picks for Weekend Reads for Investors. This edition curates stories on the potential repeal of the tax deduction corporations in the United States receive on debt payments, the end of Big Oil, how we can recognize machine consciousness, and more.
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Nasdaq says systematic internalizers will have an unfair advantage over other trading platforms under Europe's revised Markets in Financial Instruments Directive. Nasdaq is calling on the European Commission to reconsider rules governing systematic internalizers. The Trade (UK) (19 Jul.)
The Bank of Japan, which left its monetary stimulus program unchanged, has once again pushed back the date that it expects to hit its 2% inflation target. The central bank said it now expects inflation will reach 2% in the fiscal year that begins in April 2019, replacing its previous target that called for achieving 2% inflation in the 2018 fiscal year. Bloomberg (20 Jul.)
Economic talks between the US and China concluded without making progress on any of the issues. The talks ended without issuance of the traditional joint statement, and officials shortly after that canceled news conferences they had scheduled. CNBC (19 Jul.)
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