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CNN Money
The top regulator for U.S. financial markets is barring a Chinese-led group of investors from buying the Chicago Stock Exchange.
In a notice late Thursday, the Securities and Exchange Commission highlighted various concerns, including whether the deal would allow it to supervise the exchange properly.
The SEC said that during its review, it was unable to obtain all the information it needed from the Chinese-led group of investors, including details about how some of the entities involved in the deal were funded.
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CFA Society Chicago
Wednesday, February 28, 2018
4:30 pm - 7:15 pm
The Standard Club, 320 S. Plymouth Court, Chicago, IL 60604
Join us for our Industry Roundtables for Investment Professionals event where you will learn industry insights from leading professionals in different areas of finance.
Program Description:
This is your opportunity to join an in-depth discussion with leading investment professionals and engage in face-to-face interaction with colleagues in a small group setting. Learn how 10 different sectors in the investment industry operate in a casual yet structured setting during three, 30 minute rounds at pre-selected tables.
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CFA Society Chicago
Wednesday, March 14, 2018
5:00 pm - 6:30 pm
CFA Society Chicago, 33 N. LaSalle Street, Suite 910, Chicago, IL 60602
The Investment Exchange Forum is a stock-picking meeting held by CFA Society Chicago members. Each meeting features actionable ideas by presenting volunteers and a lively discussion of the topic at hand. The IEF is both an opportunity to learn how others present investment ideas concisely and a chance to practice stock pitches. In order to keep the quality of the stock picks as high as possible, we encourage attendance by members who are actively involved in investment management.
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CFA Society Chicago
Thursday, March 15, 2018
11:30 am - 1:00 pm
The Chicago Club, 81 E. Van Buren Street, Chicago, IL 60605
Program Description:
The Power of Non-Consensus Thinking
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Robust Investment Accounting + Flexible and
Powerful Reporting +++
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To contact us: Sales@VestServe.com
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CFA Institute Enterprising Investor
A good stock call isn’t just about being right — it’s also about being different, about diverging from consensus. Rupal J. Bhansali, chief investment officer and portfolio manager of international and global equity strategies at Ariel Investments, described this concept as the “And” proposition.
“Contrarians insist on the ‘And’ proposition. They refuse to settle for sub-optimal compromises,” she explained at the 8th India Investment Conference.
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Forbes
William Housey, Senior Portfolio Manager, First Trust Portfolios, sat down with Julie Cooling, Founder & CEO, RIA Channel to discuss the importance of active credit management within the area of high yield bonds and floating rate senior loans. Housey emphasizes the shortcomings of passive, indexed fixed income ETFs. First Trust incorporates fundamental research in the area of fixed income, to perform in depth credit analysis on individual bonds.
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Pensions & Investments
Long-duration strategies were the top performers in fixed income for the year ended Dec. 31, according to Morningstar Inc.'s separate account/collective investment trust database.
Seven of the top 10 fixed-income strategies in the separate account universe were in Morningstar's long-duration bond categories, an abrupt change from the first three quarters of 2017 in which high-yield bonds dominated the one-year top 10 lists.
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Bloomberg
The market has been selling the wrong stocks.
Since interest rates started rising in December, investors have rotated into cyclical stocks and out of defensive stocks, with utilities being among the hardest hit. The MSCI World Utilities Index has fallen 10 percent since the end of November, compared with a 3 percent gain for the MSCI World Index.
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WBBM-TV
Gov. Bruce Rauner Wednesday unveiled his budget proposal for the upcoming year, and there’s already partisan disagreement about what the spending plan means for the state.
Rauner called it a $38 billion reform budget.
And make no mistake, his budget message includes a call for an income tax cut and controlling some state spending.
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Reuters
World stocks were set to post their first loss in five days on Monday, breaking a winning streak that saw them recover almost half their losses from a violent sell-off two weeks ago. In a day of relatively quiet trading owing to market holidays in the United States and China, losses in Europe weighed on stocks globally, which had earlier been propped up by gains in Japan.
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Bloomberg
Bitcoin climbed for a fourth day, accelerating a rally that began when it bounced off a technical support level.
The biggest cryptocurrency rose 11 percent to $11,200 as of 11:51 a.m. in New York. That brought its increase to 57 percent since Feb. 6, when it began rebounding from a 200-day moving average, according to prices compiled by Bloomberg.
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Reuters
Jolted by the global investment craze over bitcoin and other cryptocurrencies, U.S. lawmakers are moving to consider new rules that could impose stricter federal oversight on the emerging asset class, several top lawmakers told Reuters. Bipartisan momentum is growing in the Senate and House of Representatives for action to address the risks posed by virtual currencies to investors and the financial system, they said.
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Nasdaq
A few years ago, when it became clear that interest rates were going to stay "lower for longer," there were many pundits advising investors to look to dividend paying stocks rather than bonds for yield. In the context of ultra-low rates and an economy that was still operating at well below capacity, that made perfect sense.
Dividend-paying stocks not only offered a yield comparable to, or in many cases higher than bonds, but also gave investors access to appreciation based on the continued recovery.
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