Reports from the CFA Institute conference, where analysts and investors talked about corporate performanc in the US, the role of emerging markets and new challenges in global capital
When buy-side analysts and portfolio managers speak in public, they have a tendency to emphasize their preference for long-term strategies and holdings. In reality, these individuals are often happy to shuffle their portfolios when shares underperform over one or two quarters.This apparent contradiction was on full display at the CFA Institute’s annual conference in Zurich at the end of May. The doyenne of US equity strategy, Goldman Sachs’ Abby Joseph Cohen, had barely finished her speech
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