LinkedIn’s fatal flaw for financial advisor compliance
LinkedIn has a whopping flaw for advisors who’d like to keep their compliance officers 100% happy, and there’s no solution in sight. At least, not to my knowledge. The problem is records retention, which is at the heart of conservative management of compliance risks from advisor communications. Much of what you post to LinkedIn can […]
Notable quotes from the CFA Institute’s emerging markets conference
So many great emerging markets presentations, so little time to blog about them. Below you’ll find quotes or paraphrases of opinions voiced by speakers at the CFA Institute’s “Investing in Emerging Markets” conference held in Boston on October 19. If these snippets pique your interest, watch the CFA Institute website for podcasts or other records […]
Bubble? — Emerging markets scrutinized by CFA Institute conference
Is now a good time to invest in emerging markets? The answer depended on which speakers or attendees I listened to at the CFA Institute’s “Investing in Emerging Markets” conference held in Boston on October 19. The overall mood was cautiously optimistic for the long-term. “We’re not in a bubble yet,” said George Hoguet of […]
Cautious optimism on emerging market stocks from SSgA’s Hoguet
Emerging markets have been hot enough that the CFA Institute organized a one-day conference on the topic, held in Boston on October 19. Here’s how George Hoguet, global investment strategist specializing in emerging markets at State Street Global Advisors, summed up his outlook when he spoke about “Decoupling or Contagion: How Will Fiscal Consolidation in […]
ISI’s Straszheim: China’s interest rate hike is “tapping the brakes”
“China raised interest rates and everybody is all upset about that,” said Donald Straszheim at the start of his Oct. 19 presentation on “China’s Growth Prospects and Risks” to the CFA Institute’s “Investing in Emerging Markets Conference.” Earlier on Oct. 19, China raised borrowing and deposit rates by 0.25% (25 basis points). Perspective on Oct. […]