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 stalled: Japan’s economic growth slumps to 1-year low in third quarter as trade war bites

The U.K. unemployment rate declined in September: U.K. unemployment falls while wages slow in September

VC funding had another strong quarter: Global VC funding remains strong in Q3

A look at the top research firms: The top research firm in the world is…

How to navigate through a market of lower expected returns: Navigating a slow growth market environment

Understanding the new economy: Understanding the 21st century economy

News and notes (U.S.)

A look at the hedge fund industry in October: State of the industry: October 2019

According to SS&C, hedge funds returned 1.15% in October: SS&C GlobeOp Hedge Fund Performance Index up 1.15 per cent in October

Private equity looking at the financial advisory industry: Private equity investors are zeroing in on financial advice business

JPMorgan invests in Limeglass: JPMorgan invests in financial research startup Limeglass

Mutual fund sales and performance over the past two weeks: Mutual funds scorecard: November 12 edition

News and notes (Canada)

iA Clarington goes fossil-fuel free in Inhance SRI funds: iA Clarington ensures certain funds are fossil-fuel free

A look at liquidity levels across Canadian funds: Currency & sector liquidity analysis report: Q3 2019

Lower mortgage rates helping housing affordability: Housing affordability improves thanks to lower rates, higher incomes

Looking for safety: The safest bet in Canada is also one of the hottest ETF trades

Taking a flexible approach to title reform: What’s next for title reform in Ontario

On the pulse – New frontiers in fintech

Security a concern for digital-only banking: More consumers will leave banks if digital offerings don’t improve

Why banks and big tech partnerships may work: Big banks and big tech (not versus)

A chequing account from Google: Google to offer checking accounts in partnership with banks starting next year

Customer experience should be at the forefront to combat disruptors: How to thrive in financial services in the age of digital disruption

How to better help small businesses: Big changes ahead for small business banking

A look at possible trends in the financial services industry over the next 10 years: Financial services in the 2020s: From open banking to open finance

Government and companies must work together to combat cyber risks: Bank of Canada urges public-private co-operation on cybersecurity

The data curation challenge: The challenge of data curation

Bringing cryptocurrency payment services to Swiss businesses: Bitcoin Suisse and Worldline to offer crypto payments acceptance in Switzerland

The CME will offer bitcoin options in the new year: Bitcoin options coming to the CME

High-net-worth topics

The wealthy are moving to cash: Geopolitics clouding the outlook for wealthy investors, UBS finds

Wealthy investors making direct investments in private firms: Wealthy families using 600-year-old plan to disrupt PE

How advisors can build trust with the high-net-worth: How to get wealthy people to trust you

Polls & surveys – What financials are saying

Institutional investors have an eye on China (Invesco): 80% of institutional investors planning to raise allocations to China: survey

Asset allocation among alternative investments is changing (EY): Investors are taking money out of hedge funds and putting in private equity

Canadians need help managing investments in retirement (Mackenzie): Value of advice more important as Canadians near retirement: study

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