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 in August: Retail sales fell slightly in August, Statistics Canada reports

Why growth has outperformed value: The real reason value has been lagging growth

A look at what will impact markets over the next few decades: Aging population top global investment trend, institutional investors say

Interest in factor investing on the rise: Factor investing strategies becoming more popular for fixed income: survey

Will active managers become more activist?: A Wall Street revolution: Why active fund managers have ‘stopped yawning and started flexing their muscles’

Gold’s comeback: The story behind gold’s resurgence

News and notes (U.S.)

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

Hedge funds have experienced net redemptions in 2019: Hedge fund industry sees 6th consecutive quarter of outflows

Charles Schwab launches the Schwab Alternative Investment Marketplace: Schwab launches alts marketplace for advisors

Jeffrey Vinik closes hedge fund: Billionaire investor Jeffrey Vinik closes hedge fund less than a year after its relaunch

A look at volatility in the private markets: KKR: Private markets are much more volatile than they appear

U.S. executives believe M&A activity will be better next year: US M&A remains resilient despite market fears

A look at ETF flows in 2019: Where the ETF money flowed in 2019

News and notes (Canada)

Picton Mahoney to acquire funds from Vertex One: Picton Mahoney gains five funds from Vertex One

 New ETF from Mackenzie: Mackenzie launches emerging markets bond ETF

Mutual funds were in favour in September: Mutual fund sales soared in September

A look at the possible financial impact from a Liberal minority government: How a Liberal minority government could help, or hit, Canadians’ wallets

Learn about the head of the Canada Infrastructure Bank: A profile of Janice Fukakusa, chair of the Canada Infrastructure Bank

On the pulse – New frontiers in fintech

How finance can benefit from AI: What can AI and big data do for finance?

Four principles to launch unique products: 4 crucial steps to transform banking products for a fintech world

Partnership formed to launch fintech research unit: Fintech research unit founded by AMF, Finance Montreal

Why improving the onboarding process is crucial: Research shows banks could lose $22.75bn to slow onboarding

Alberta Investment Management Corp. using AI to predict stock price movements: Institutional investors turning to AI, data science to improve processes, yield alpha

Using API to better your business: How can organizations take advantage of the API economy?

Cyberattack discovered, focused on institutional investors: Cyber attack hits prominent hedge fund, endowment, and foundation

Wealthscope launched to help investors look at total portfolio diversification: New tool to help those accumulating and decumulating retirement assets

WealthBar acquires Snap Projections: WealthBar deepens financial-planning commitment with acquisition

Is there a place for blockchain in fintech?: Blockchain: Is it the future of fintech?

High-net-worth topics

The high-net-worth in the U.K. are concerned about the political landscape: Politics is more worrying than Brexit for Britain’s wealthy

Wealthy executives have specific needs from a financial advisor: What high-earning executives need, and aren’t getting, from advisors

 A look at the world’s ultrawealthy: Who are the ultrawealthy? These charts will give you an idea

Polls & surveys – What financials are saying

Interest in impact investing continues to rise (American Century): US, UK millennials embrace impact, ESG investing: Survey

Lacking knowledge of fixed income securities (BNY Mellon): Survey reveals severe lack of awareness on fixed income

Canada falling behind in dealing with climate risk (FTSE Russell): Canada’s climate readiness gets a thumb-down

For financial marketing and investment commentary help, contact us at 1.844.243.1830 or info@ext-marketing.com.