Environmental, social, and governance (ESG) issues are important, but are all of them material? California State Teachers Retirement System (CalSTRS) CIO Christopher J. Ailman discusses how he resolves investment conflicts.
Morgan Stanley's Carla Harris says that everyone needs to cultivate performance currency and relationship currency. What are they? Performance currency is simply delivering what was asked of you plus a little bit more. Relationship currency is created by spending time with people in your organization. Harris said the former will get you noticed, but it is the latter that allows you to maximize your success.
"Why on earth worry about demographics?” asked Clint R. Laurent, founder and CEO of Global Demographic. Because "Demographics change quietly in the background," he explained. "Suddenly, the target market that you thought Company X was going to do well in no longer exists." Laurent identifies four key demographic trends that investors should keep in mind.
For Ronald M. Florance, Jr., CFA, the investment opportunities of tomorrow lie outside of traditional developed markets.
“It is not only a low interest rate world, it is also a low expected return world on any long-only investment,” said Antti Ilmanen, in his presentation at the 2016 CFA Institute European Investment Conference. Low expected returns are going to anchor bad news for all of us for the rest of our working lifetimes, he said, and maybe beyond.
The US municipal bond markets have been “changing for the good” in terms of disclosure and reporting since the financial crisis, according to Peter Coffin, president of Breckinridge Capital Advisors.
For Andy Acker, CFA, portfolio manager of the Janus Global Life Sciences Fund, these are especially exciting times for investors in the health care sector. Opportunities abound, as significant advances in understanding the genetic causes of disease have resulted in a surge in new and more effective treatments. At the same time, risks remain and a disciplined approach to stock selection and portfolio construction is imperative for success.
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