Institutional Research
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Macron's Fiscal Easing May Enhance His Stature in Europe
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Nearly eight years after the “Arab Street” shook the foundations of the
Middle East in the Arab Spring, the “French Street” featuring protesters in
yellow ...
5 hours ago
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Trend In Index Earnings More Important Then A Slowing Rate Of Earnings Growth
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One issue strategists are highlighting of late is the fact the earnings
growth rate for the S&P 500 Index in 2019 is expected to decelerate from
the mid to...
10 hours ago
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Labour in the past, present, and future: A trilemma in China
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In a country where grandparents provide a significant amount of childcare,
China’s plans to gradually delay retirement over the next few decades may
signif...
18 hours ago
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Whistleblowing: The Risks and Rewards
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“You do not wake up one morning saying, ‘Well, I am going to be a
whistleblower,’” says Stephanie Gibaud.
1 day ago
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NAAIM Speaks: 12.12.18
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The NAAIM Indicator Wall: Is It Time To Go The Other Way? By: National
Association of Active Investment Managers Updated:... [ Read More ]
2 days ago
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361 Capital Wins a Pensions & Investments “Best Places to Work in Money Management” Award for Third Consecutive Year
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DOWNLOAD PDF > DENVER, December 11, 2018—For the third consecutive year,
361 Capital, a leading boutique asset manager, won a Pensions & Investments
Best...
2 days ago
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Will 2019 be the year non-U.S. markets take the lead?
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Is now the time to take money out of the U.S. and put it elsewhere? Read
why our experts believe global diversification is especially important now.
2 days ago
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The Housing Boom Is Already Gigantic. How Long Can It Last?
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We are, once again, experiencing one of the greatest housing booms in
United States history.
How long this will last and where it is heading next are impos...
4 days ago
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Is there a signal in the noise? Yield Curves, Economic Growth and Stock Prices!
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The title of this post is not original and draws from Nate Silver's book on
why so many predictions in politics, sports and economics fail. It reflects
the...
6 days ago
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Cryptocurrencies, Tariffs, “Too Big to Fail,” and Other Top LSE Posts of 2018
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“Cryptocurrency” hit the cultural mainstream in 2018. In March,
Merriam-Webster added “cryptocurrency” to the dictionary, and in what was
perhaps a greater...
6 days ago
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European Threats
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Someone asked recently how many times I had “crossed the pond” to Europe. I
really don’t know. Certainly dozens of times. It’s been several times a
year fo...
6 days ago
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Raghuram Rajan Is a Central Banker Willing to Speak His Mind
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The well-respected finance professor and former head of India’s central
bank talks about the challenges for global monetary policy and the risks of
the wor...
1 week ago
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Company Notes Digest 11.05.18
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Each week we read dozens of transcripts from earnings calls and
presentations as part of our investment process. Below is a weekly post
which contains some...
5 weeks ago
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VIX + Quants
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The perception out there is that VIX traders are typically cowboys—swinging
for the fences a la Mr. 50 cent or turning a small stake into millions like
the...
4 months ago
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Brackets and Defense – LOVOL and VXTH Indexes (that Bought VIX Calls) Had Lower Volatility
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Over the past two months, there has been increased interest in (1)
portfolio protection strategies (2) learning more about prudent uses of
VIX® futures and...
8 months ago
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Trump Plays with Fire on Trade
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Our weekly commentaries provide Euro Pacific Capital's latest thinking on
developments in the global marketplace. Opinions expressed are those of the
writ...
9 months ago
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Science-Based Targets: How Aligning Carbon Reduction Targets With Climate Science Can Drive Business Growth
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Science-based targets (SBTs) are environmental performance targets that are
set to align business objectives with scientific evidence on the planet’s
abili...
1 year ago
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Home Equity Wealth at New High
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The latest flow-of-funds data from the Federal Reserve confirmed that
home-equity wealth reached a new nominal high this year: $13.9 trillion at
mid-2017,...
1 year ago
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Former Morgan Stanley Executive to Expand Rockefeller Capital Management
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Gregory Fleming, formerly with Morgan Stanley, will expand Rockefeller
Capital Management’s asset and wealth management businesses.
1 year ago
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A New Challenge to the Dollar
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Our weekly commentaries provide Euro Pacific Capital's latest thinking on
developments in the global marketplace. Opinions expressed are those of the
writ...
1 year ago
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Robots Expose Firms to Compliance Risks
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Pressure to cut costs by replacing humans with robots may end up hurting
firms if they’re not careful, PwC says.
1 year ago
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MSCI Risk Monitor: RiskMetrics Europe - October 2015
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Under a standard RiskMetrics forecasting model, this monthly Risk Monitor
reports on the evolution of risk forecasts for 12 key risk factors chosen
for t...
3 years ago
