notices - See details
Notices
RM
Robert Martorana (not verified)
29th August 2020 | 1:03pm

Greg,

Thank you for an eloquent and thoughtful response.

"Reason is a slave to passions." How true!

As you note at the end, the investor goal matters a great deal. If the investor wants to maximize returns, then social unrest is merely a risk to avoid. Alternatively, if the investor also desires social change, then they would want to learn about opportunities to do so.

I hope the CFA Institute considers your suggestion and does consider a series of articles--it's a complex topic.
Who knows? Maybe a book...

Sincerely,
Rob