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Tuesday morning briefing – July 2, 2019

Posted by extadmin - July 2, 2019 - Categories: Marketing

Spotting a financial bubble. The rising stars of the hedge fund industry. The benefits of advisors adopting technology. The affluent market is expected to grow. And much more in this week’s post.

Economic/industry news

U.S. GDP growth confirmed at 3.1% in the first quarter: US economy grew at a solid 3.1% rate in the first quarter

Optimism regarding small and mediumsized businesses in the U.S. waning: Optimism hits nine-year low at U.S. small, midsize companies

Spotting a financial bubble: Can you spot a bubble before it bursts?

What’s hurting value investing: Two suspects behind value’s apparent death

New climate change indices announced: MSCI launches climate change indexes: Portfolio products

The number of global IPOs declined in the first half of the year: A weak first half for global IPOs, EY reports

News and notes (U.S.) 

Forward Redemption Indicator was 3.81% in June 2019, lower than June 2018: SS&C GlobeOp Forward Redemption Indicator at 3.81 per cent for June

Equity leverage rising fast for hedge funds: Hedge funds boost equity leverage at fastest rate in three years 

Alternative investment managers expect moderate economic growth for 2019: Alternative investment professionals bullish on prospects for remainder of 2019

A look at the most powerful hedge fund managers: The 10 most powerful hedge fund managers this year

The rising stars of the hedge fund industry: Hedge funds might be under scrutiny – but these rising stars are their future

Will Vanguard enter private equity space?: Vanguard mulling move into private equity: report

Another strong year for PE cashflows: Global PE cashflows eye eighth consecutive year in the black

U.S. tech firms reduced hiring in China amid trade dispute: Silicon Valley cools Chinese growth plans during trade war 

Average wage earners having difficulty purchasing a home in many U.S. markets: Homebuying difficult for Americans in three-fourths of markets

Mutual fund sales and performance over the past two weeks: Mutual funds scorecard: June 25 edition

News and notes (Canada)

Mutual funds experienced $719 million of net sales in May: Mutual fund sales rebound, despite retreat in AUM, IFIC reports

Steve Hawkins takes over as board chair for the Canadian ETF Association: CETFA welcomes new board chair 

Advisor title reform to be reviewed by new provincial regulator: FSRA to lead advisor title reform, while OSC works on other reforms 

Tax proposal could hurt Canadian ETFs: Tax proposals get pushback from ETF industry

On the pulse – New frontiers in fintech

Wall Street is learning from Silicon Valley: Wall Street is taking cues from Silicon Valley to innovate fintech

The top trends in retail banking: The Top 5 retail banking technology trends of 2019 (so far)

Why it’s imperative that traditional banks adopt AI usage: Banking brands can’t keep pace with digital giants without AI

What is Facebook’s future in fintech?: Facebook’s Libra cryptocurrency is the future of fintech

Consumer use of fintech growing: More than half of global consumers use fintech

The benefits of advisors adopting technology: Five ways advisors can leverage technology

Welcome to the new Chase retail branch: Chase makes bold statement with stunning new flagship branch

Helping VCs make investment decisions: VCs double down on data-driven investment models

A look at how the investment banking industry can benefit from AI: How AI could shape the future of investment banking

High-net-worth topics

The affluent market is expected to grow: The growing promise from affluent individuals

How to respond to the traits of wealthy investors: 12 surprising traits of the wealthy

Sotheby’s to merge with BidFair USA: Sotheby’s goes private: What it means for the art market

Polls & surveys – What financials are saying

U.S. investor confidence falling (Wells Fargo/Gallup): Investors are battening down the hatches for a recession: Wells Fargo

Geopolitical and market risks affecting the outlook for institutional investors (Manulife): Uncertainty clouding institutional investor outlook: report

Canadians trust financial advisors for their retirement planning (Fidelity): Advisors top list of retirement planning resources: survey

A look at the contributors to growth in robo-advice (BMO): ETFs played a role in robo growth, fee-based shift: report

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


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