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Monday afternoon briefing: Small caps vs. large caps

Monday afternoon briefing: Small caps vs. large caps

A look at the top performing hedge fund strategies. The holdings of different generations. Europe is seeing a large increase in wearable payments. And much more in this week’s briefing. Economic/industry news The Bank of Canada held interest rates steady at 1.75%: Bank of Canada holds rates steady, citing ‘intact’ global recovery Canada’s unemployment rate […]

December 9, 2019

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Monday morning briefing: 25 years of value vs. growth

Monday morning briefing: 25 years of value vs. growth

Value versus growth over the past 25 years. Private debt fundraising down in 2019. Working on an approach to DSC. And much more in this week’s briefing. Economic/industry news Canadian GDP grew 1.3% in third quarter: Canada’s economy slows in third quarter even as demand jumps Europe continues to favour active management: McKinsey: Where active […]

December 2, 2019

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Monday morning briefing – November 25, 2019

Monday morning briefing – November 25, 2019

Could charities suffer from higher taxes for the wealthy? OSC introduces new recommendations to reduce regulatory burden. Some important points to know from Congress’ PE hearings. And much more in this week’s briefing. Economic/industry news The Canadian inflation rate was 1.9% in October: Canadian inflation holds steady at 1.9% in October, remains on target Capturing […]

November 25, 2019

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Monday morning briefing – November 18, 2019

Monday morning briefing – November 18, 2019

Private equity looking at the financial advisory industry. Government and companies must work together to combat cyber risks. Asset allocation among alternative investments is changing. And much more in this week’s briefing. Economic/industry news U.S. inflation rate rose in October: U.S. consumer prices rise most in 7 months on higher gas prices Economic growth in Japan […]

November 18, 2019

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Upcoming macroeconomic events, November 2019

Upcoming macroeconomic events, November 2019

Do you write or edit portfolio manager commentaries? Do you want to stay on top of the macroeconomic events that shape your day-to-day life as a financial services marketer? If so, here are the big macro events that the ext. team is keeping an eye on over the coming weeks. On November 29, Canada will […]

November 14, 2019

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Monday morning briefing – November 11, 2019

Monday morning briefing – November 11, 2019

U.S. PE funds’ capital raising reaches record high. Businesses looking to Canada for expansion. U.S. institutional investors are turning to liquid alternative ETFs. And much more in this week’s briefing. Economic/industry news Canada’s unemployment rate was 5.5% in October: Canadian economy lost 1,800 jobs in October, unemployment rate steady The BoE held rates steady at […]

November 11, 2019

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Monday morning briefing – November 4, 2019

Monday morning briefing – November 4, 2019

VCs may benefit from investing in more women- and multicultural-led companies. Top 10 trends that will impact family offices. A look at how the digital economy is changing real estate. And much more in this week’s briefing. Economic/industry news The Bank of Canada held its central interest rate at 1.75%: Bank of Canada holds rates, […]

November 4, 2019

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Monday morning briefing – October 28, 2019

Monday morning briefing – October 28, 2019

Will active managers become more activist? A look at volatility in the private markets. Interest in impact investing continues to rise. And much more in this week’s briefing. Economic/industry news The ECB held its central interest rate steady: ECB holds rates at historic lows as Mario Draghi waves farewell to Frankfurt Canadian retail sales dropped […]

October 28, 2019

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Monday morning briefing – October 21, 2019

Monday morning briefing – October 21, 2019

Digital-only banks succeeding through a robust customer experience. ESG adoption by institutional investors may be slowing. Venture capital mega-deals continue to grow. And much more in this week’s briefing. Economic/industry news Canada’s inflation rate was 1.9% in September: Canadian inflation holds steady at 1.9%, core measures inch up China’s economic growth slowed in the third […]

October 21, 2019

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Tuesday afternoon briefing – October 15, 2019

Tuesday afternoon briefing – October 15, 2019

Hedge funds are moving away from oil. More companies raising private money. U.S. venture capital slowed in the third quarter. And much more in this week’s briefing. Economic/industry news U.S. inflation rate steady in September: US consumer prices were unchanged in September, the weakest reading since January The Canadian unemployment rate fell in September: Canada’s job market […]

October 15, 2019

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Monday morning briefing – October 7, 2019

Monday morning briefing – October 7, 2019

A look at hedge funds’ approaches to Brexit. The benefits and challenges of moving to the cloud. How AI will change the job market. And much more in this week’s briefing. Economic/industry news The U.S. unemployment rate hit a 50-year low: September unemployment rate falls to 3.5%, a 50-year low, as payrolls rise by 136,000 The Canadian economy was flat in […]

October 7, 2019

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Monday morning briefing – September 30, 2019

Monday morning briefing – September 30, 2019

People want more ESG transparency by companies. Fintech firms facing challenges finding good talent. The high-net-worth are raising cash levels. Can a passive player enter the PE space? And much more in this week’s briefing. Economic/industry news U.S. GDP growth confirmed at 2.0%: Second-quarter U.S. GDP left at 2%, slower economic growth seen persisting Signs may point […]

September 30, 2019

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Monday morning briefing – September 23, 2019

Monday morning briefing – September 23, 2019

A bitcoin yield fund for the high-net-worth. Private equity and venture capital outperforming public equities. Why international co-operation is needed to combat cybercrime. And much more in this week’s briefing. Economic/industry news The Fed reduced its central interest rate: Fed lowers interest rate by a quarter-point, and is open to the idea of more easing Canadian […]

September 23, 2019

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Monday morning briefing – September 16, 2019

Monday morning briefing – September 16, 2019

Is there a major flaw with internal rate of return? The increasing use of alternative data. The top traits exhibited by leading advisors. And much more in this week’s briefing. Economic/industry news The U.S. inflation rate fell to 1.7% in August: Cheaper gas puts a cap on consumer prices in August, but inflation appears to be […]

September 16, 2019

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What Grissom and Caine can teach us about investment writing

What Grissom and Caine can teach us about investment writing

Constant innovation has enabled the investment management industry to offer new and novel solutions designed to better serve the investing public. As more sophisticated solutions are introduced in the alternatives space, as well as in other product categories, the challenge of writing to these increasingly complex investment products becomes more pronounced. While we should always […]

September 12, 2019

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Monday morning briefing – September 9, 2019

Monday morning briefing – September 9, 2019

Helping smaller clients with their financial planning needs. Private equity firms are taking an interest in physician practices. Four phases of a successful digital transformation. It’s time to listen to the lesser known managers. And much more in this week’s briefing. Economic/industry news The BoC held its central interest rate steady at 1.75%: Bank of Canada […]

September 9, 2019

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Tuesday afternoon briefing – September 3, 2019

Tuesday afternoon briefing – September 3, 2019

A look at where fintech is headed. Volatility boosting the performance of macro funds. How AI can help fight against money laundering. The high-net-worth have curbed spending. And much more in this week’s briefing. Economic/industry news Strong growth for the Canadian economy in the second quarter: Canadian economy expands 3.7% even as domestic demand shrinks U.S. economic growth […]

September 3, 2019

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Monday morning briefing – August 26, 2019

Monday morning briefing – August 26, 2019

What’s impacting value investing? Why is 5G important to businesses? Why are CRM2 disclosures still confusing investors? Which cities have the most ultra-high-net-worth individuals? These and many more questions are answered in this week’s briefing. Economic/industry news Canadian inflation rate at 2.0% in July: Inflation holds steady at 2%, tempering case for rate cut U.S. manufacturing […]

August 26, 2019

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Monday morning briefing – August 19, 2019

Monday morning briefing – August 19, 2019

First vegan ETF set for launch. U.S. household debt hits its highest level ever. Teens prefer fintech to manage their money. Plus much more news in this week’s briefing. Economic/industry news  The U.S. inflation rate rose to 1.8% in July: Higher gasoline prices, rent boost cost of living in July, CPI shows, but inflation still mild […]

August 19, 2019

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Upcoming macroeconomic events – August/September

Upcoming macroeconomic events – August/September

Do you write or edit portfolio manager commentaries? Do you want to stay on top of the macroeconomic events that shape your day-to-day life as a financial services marketer? If so, here are the big macro events that the ext. team is keeping an eye on over the coming weeks. Canada will announce its inflation […]

August 18, 2019

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