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
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
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?
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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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