Enterprising Investor
Practical analysis for investment professionals

CFA Institute Latin America Investment Conference


Jorge Castañeda: Latin America at a Turning Point

Latin America has achieved a pivotal milestone, Jorge Castañeda explained at the inaugural CFA Institute Latin America Investment Conference. After decades of difficulty, democracy seems to have finally taken root. Ron Rimkus, CFA, explains.

A Rebalancing Market Means Higher Oil Prices

Jennifer Stevenson sees strong support for oil prices, and a supply-side rebalancing could mean big gains for North American oil companies.

The Older Population: Where the Money Is

"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.

Building Investment Portfolios: Think Globally, Invest Locally

For Ronald M. Florance, Jr., CFA, the investment opportunities of tomorrow lie outside of traditional developed markets.



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