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.
In the final analysis, can we truly measure the emissions of our portfolio? Or understand what the actual “carbon footprint” is? No, not really, says Christopher K. Merker, CFA, but it is becoming easier.
Larry Cao, CFA, discusses Campbell R. Harvey's definition of blockchain; Lauren Foster describes the continuing debate between Robert J. Shiller and Jeremy Siegel; Dougal Williams, CFA, suggests investors focus on shooting par in the investment market; Martin Fridson, CFA, reviews The End of Accounting and the Path Forward for Investors and Managers; and Mimmi Kheddache Jendeby provides some investing lessons from Epictetus, in the top Enterprising Investor posts from June.
Does environmental, social, and governance (ESG) investing add or subtract value from investment portfolios? According to the findings of a trio of researchers, summarized in the new In Practice series, the answer is neither: Investors can both match index performance while also “doing good” for the environment and society.
“The big fear society has is your standard of living is going to drop dramatically [in retirement]. And that’s what clients come to you and ask for help on,” says Diane Garnick, chief income strategist and managing director for TIAA (Teachers Insurance and Annuity Association). So what does the retirement data say? One of the most worrisome trends is the gender retirement gap.
Subscribe to Enterprising Investor and receive email notifications when new content is posted.
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.)
The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.