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Monday morning briefing: Volatility spikes

Monday morning briefing: Volatility spikes

Is a global recession on the horizon? Encouraging the high-net-worth to buy amid volatility. The PE industry can benefit from AI. And much more in this week’s briefing. Economic/industry news Canada’s GDP grew 0.3% (annualized) in Q4: Canada’s output stalls as exports and business investment drop U.S. economic growth was 2.1% in Q4 19: U.S. economy grew at 2.1% […]

March 2, 2020

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Monday morning briefing: Retail sales are still weak

Monday morning briefing: Retail sales are still weak

Fund managers are less optimistic. Being wealthy is more than just having a lot of money. And much more in this week’s briefing. Economic/industry news  Canada’s inflation rate was 2.4% in January: Inflation rises 2.4% amid higher gas prices; core measures decelerate Will ESG indices become more popular than traditional indexes?: MSCI says ESG indexes will be […]

February 24, 2020

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Tuesday morning briefing: Germany continues to struggle

Tuesday morning briefing: Germany continues to struggle

Private equity’s success in the NBA. Helping companies eliminate wasteful spending. Family offices favour PE and real estate. And much more in this week’s briefing. Economic/industry news The U.S. inflation rate was up in January: US underlying consumer prices rise in January Thematic funds could be beneficial in portfolios: Where do thematic funds fit in a portfolio? Will hedge funds see […]

February 18, 2020

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Monday morning briefing: Tesla in overdrive

Monday morning briefing: Tesla in overdrive

Why value may not bounce back as high as some think. Not so fast on a cashless society. Don’t assume that all high-net-worth individuals are the same. And much more in this week’s briefing. Economic/industry news U.S. economy added jobs in January: January adds a much stronger-than-expected 225,000 jobs, with a boost from warm weather Canadian unemployment […]

February 10, 2020

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Monday morning briefing: China’s GDP

Monday morning briefing: China’s GDP

Due diligence key in offering PE to retail investors. Family offices’ top investments are private equity and hedge funds. SEC releases best practices for cybersecurity. And much more in this week’s briefing. Economic/industry news U.S. Federal Reserve Board held rates steady at 1.50%-1.75%: Fed holds rates steady, affirms commitment to higher inflation USMCA signed into law […]

February 3, 2020

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Monday morning briefing: Where’s oil going?

Monday morning briefing: Where’s oil going?

Activists are focusing on ESG. Is a digital currency on the way from central banks? Retirement plans are lagging the market. And much more in this week’s briefing. Economic/industry news The Canadian inflation rate was 2.2% in December: Inflation holds steady at 2.2% in December The Bank of Canada held rates steady: Bank of Canada opens door […]

January 27, 2020

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Monday morning briefing: The trillion dollar club

Monday morning briefing: The trillion dollar club

BlackRock will ask companies to disclose climate-related risks. The fintech industry could be squeezed by a market downturn. Private equities fundraising may decline in 2020. And much more in this week’s briefing. Economic/industry news The U.S. inflation rate was 2.3% in December: US consumer prices gain slightly; underlying inflation tame China’s economy grew 6.0% (annualized) in […]

January 20, 2020

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Monday morning briefing: Spotlight on global manufacturing

Monday morning briefing: Spotlight on global manufacturing

What 2020 may look like for the retirement plan market. What customers consider when changing banks. Why growth in family offices may continue. And much more in this week’s briefing. Economic/industry news U.S. unemployment rate was unchanged in December: U.S. creates 145,000 jobs in December as hiring slows and wage growth softens The Canadian unemployment rate […]

January 13, 2020

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Monday morning briefing: A look at the current equity run

Monday morning briefing: A look at the current equity run

What could be in store for the hedge fund industry in 2020? A look at the remarkable return of Bitcoin. A survey of some federal tax changes in 2020. And much more in this week’s briefing. Economic/industry news Canadian manufacturing pulls back in December: IHS Markit Canada Manufacturing PMI China’s central bank reduces the reserve requirement ratio: China […]

January 6, 2020

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Monday morning briefing: Emerging markets equities poised for a comeback?

Monday morning briefing: Emerging markets equities poised for a comeback?

Why the 40 in 60/40 needs to change for investors. A look back at the decade in VC. The importance of data ethics. And is too much choice bad for advisors? These stories and much more in this week’s briefing. Economic/industry news Canadian inflation rate was 2.2% in November: Canadian inflation accelerates to 2.2%, core highest […]

December 23, 2019

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Monday morning briefing: The inverted yield curve

Monday morning briefing: The inverted yield curve

A new way to analyze equity investment funds. Why smaller could be better for private equity. Many aspiring investors don’t know how to get started. And much more in this week’s briefing. Economic/industry news The Fed held its federal funds rate steady: Fed holds rates steady and indicates no changes through at least 2020 Canadian […]

December 16, 2019

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New Market Outlook: 20/20 Vision

New Market Outlook: 20/20 Vision

Check out our new Market Outlook: 20/20 Vision. It’s that time of the year again: when intelligent and experienced investors and economists – and the ext. team – predict what’s going to happen over the next 12 months. This coming year is a tough one to predict. The health of financial markets and economies around […]

December 13, 2019

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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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