Monday morning briefing – January 7, 2019
Hedge funds looking to expand their offering to attract investors. Is private equity about to be revolutionized? The top digital trends of 2019. How to help high-net-worth families invest with a conscience. And much more in this week’s briefing.
Economic/industry news
International Economic Data Snapshot – includes aggregated data of the worldwide economy: Snapshot: International economic data
The U.S. unemployment rate rises to 3.9% in December: Job growth surges by 312,000 in December
Canada’s unemployment rate steady at 5.6% in December: ‘Less than meets the eye’: Canada adds 9,300 jobs amid weak wages
The U.S. Federal Reserve Board will listen to the markets and act accordingly: The Fed has an important history lesson for panicked markets
A look at alternative investments: What exactly are alternative investments?
ESG ETF assets growing: Assets in ESG ETFs up 34% in ‘18
Market volatility could help active managers: Active fund managers say their time has come
Wealthsimple launches Wealthsimple Advisor Services Inc.: Wealthsimple introduces mutual fund dealer
ETFs attracted $20.1 billion in new assets in 2018: ETFs outsell mutual funds in 2018
Could ETFs be its own asset class?: ‘ETFs as asset class’ is among the top 2019 trends in markets
On the pulse – New frontiers in fintech
Here are the top technology trends for wealth management, according to Capgemini: Tech trends in wealth management to watch in 2019
It should be another strong year for fintech startups: 2019 looks to continue another lights-out year for fintech startups
UBS to make Evidence Lab available to clients: UBS’s big data lab is no longer just for its analysts
Why automation is key for fintech: Automation will be the end of banks as we know them
Some resolutions banks should be considering: 5 resolutions for digital banking success in 2019
The insurance industry is ready to be changed by digital technologies: Digital insurance in 2018: Driving real impact with digital and analytics
It is shaping up to be a big year for insurtech: Busy year ahead expected for insurtech
Here are the top digital trends for 2019: Digital transformation trends to watch in 2019 and beyond
A look back at the first year of MiFID II: MiFID II – One year on
New York State forms task force to understand, use and regulate cryptocurrencies and blockchain: New York to form cryptocurrency task force
News and notes (U.S.)
North American hedge funds down in November: North American hedge funds suffered further losses in November, says Eurekahedge
Get to know Bridgewater’s Head of Investment Research, Karen Karniol-Tambour: Bridgewater’s new brain: A millennial woman is blazing to the top of the world’s largest hedge fund
Hedge funds looking to expand offerings to attract investors: Hedge funds turn to private capital playbook in search of assets
PE and VC should keep an eye on oiltech and commoditech: Next big thing: Oiltech
Out to change private equity: This San Francisco investor wants to revolutionize private equity. Is he crazy?
Investing in managed futures through an ETF: Eyeing alternatives with a managed futures ETF
U.S. mutual funds experience largest weekly redemptions since February: US fund investors pull most cash from stocks since February, says report
U.S. defined benefit pension plans had a slightly lower deficit at the end of 2018: Funded status of US corporate pensions slipped in 2018: survey
High-net-worth topics
Helping high-net-worth families invest with a conscience: Advisor works with families to make an impact
Navigating clients through 2019: What wealth advisors are telling their clients in preparation for 2019
Polls & surveys – What financials are saying
Investors should buy into this market decline (Citigroup): Citi says ‘buy this dip’ and sees equities returning 14% in 2019
Predictions for 2019 (Nuveen): Bob Doll’s 10 predictions for 2019
Energy prices could be volatile in 2019 (Moody’s): Energy outlook for 2019