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Capital Markets Americas Quarterly Update

This report highlights the activities of the CFA Institute Capital Markets Policy Group located in the Washington, DC, and Charlottesville, VA, offices of the America’s division.

Second Quarter 2020 Amid COVID-19: Investor and Audit Committee Considerations

We encourage investors to “look under the hood” at the results — not for their predictive ability this quarter per se but rather for the ability of a company’s forward-looking statements to be evaluated and to make their own assessments of future prospects. Until there is a vaccine, company results and outlook will likely be filled with uncertainty, and these interim results can provide insight into the impact of the pandemic and how the business may respond in the future as the pandemic ebbs and flows over the next few years.

Premium Valuations of MNC Companies in India: Future Expectations

Are investors correctly pricing expected future growth in the current valuations of MNC companies and their parents?

Debt and Inflation Fears: Investing’s Obsolete Dogmas?

In economics and investing, some concepts have become indistinguishable from articles of faith.

What to Make of the SEC’s Proxy Advice Vote

Some top-line thoughts on the SEC's final ruling on Exemptions from the Proxy Rules for Proxy Voting Advice.

CFA Institute Survey Points to Lag in Big Data and AI Adoption

CFA Institute FinTech survey results suggest investment managers are hesitant to deploy fintech solutions with uncertain cost-benefit tradeoffs.

Gender Lens Equity Funds: The First Major Test

How did gender lends funds perform amid the pandemic and economic downturn of the first quarter?

Second Quarter 2020 Amid COVID-19: Investor and Audit Committee Considerations

Due to the impact of COVID-19 on how companies are reporting during the second quarter/half year, investors likely need to perform their own going concern analysis.

Women and Trading: Currencies, Commodities, and Crypto

More and more women are thriving as traders. Barbara Stewart, CFA, talks to three of them.

The Case for Mandatory Separation of Chairperson and CEO Roles in India

Most countries either require or recommend separation of independent directors, but India had long incentivized this separation by requiring a higher minimum ratio (50% instead of 33%) of independent directors on boards on which the chair is also the CEO.