Macroeconomic impact of current political issues in Europe and next week’s central bank meetings

Guest Post from Macro Thoughts
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Macro Thoughts has warned that markets need to get used to sharp moves in price volatility across asset classes and, having ended 43 days of inactive equity markets, the start of a volatile 12 months can be expected, impacted by geopolitical events that could change the world; therefore, the need for informed macroeconomic market insight and strategy will be […]

Global Macro & Markets Strategy – A depressing equilibrium & the limits of monetary policy

Ever since the Great Financial Crisis, the global economy has been marked by a dramatic investment weakness, a drop in productivity growth and thus falling trend growth in almost every economic bloc
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Ever since the Great Financial Crisis, the global economy has been marked by a dramatic investment weakness, a drop in productivity growth and thus falling trend growth in almost every economic bloc. Amid a lack of pricing power for corporates and still substantial excess capacities, inflation pressures remain low. However, the high debt levels limit […]

LSE-Deutsche Börse: Winter is here!

Guest post from proxinvest
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We have all heard executives at both companies tout the benefits of this marriage: creating a global derivatives powerhouse to rival the Intercontinental Exchange (ICE) and CME Group; becoming a leader in post-trade services, and of course a pioneer in market data as the combined entity would own the FTSE Russel, STOXX, and DAX indices. […]

Sell-side research market: dying or growing?

It has been difficult for sell side firms and independent providers to grasp the extent of the impact of research unbundling under MiFID II and what strategic actions they can take in the face of it.
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Up to now, it may have been difficult for you as a sell side firm or independent provider to grasp the extent of the impact of research unbundling under MiFID II1, and what strategic actions to take in the face of it. The recent paper published by Quinlan & Associates (click here for full report) offers a […]

Test your position against the industry average with the ‘tragedy of the horizon’ summer survey

2degrees investing and the Generation Foundation
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ResearchPool supports the ‘tragedy of the horizon’ research program by providing you access to this quick and user friendly online survey developed by two non-profit organisations: 2degrees investing and the Generation Foundation. This open research program seeks to understand how investment time horizons influence investors in their considerations of long-term risks and opportunities when implementing […]

Rating agencies entering SRI – the model developed by Standard Ethics

Standard Ethics
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Introduction To Sustainability Measurement Products That Change Corporate Incentives After the financial crisis, it became clear that financial valuations and the creditworthiness of companies are useful references in a narrow financial sense but not enough to allow the analyst to make a fully informed judgment about the company’s long-term sustainability or identify risks on the […]

BREXIT: U.K. REFERENDUM SPECIAL – WaveTrack International

WaveTrack International Brexit special
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WaveTrack International Maximising Alpha – Global Stock Index Tracking WaveTrack International provides the investment community with Index Tracking research and analysis for Global Stock markets. Publishing reports and advising clients on price movements for the last 25 years, our specific task is to maximise your Alpha. This is achieved by accurately projecting Price Trend Development […]

The power of research for small & mid-caps

Guest post from Emerald advisors
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Equity research plays an essential role as an intermediary and filter of information dissemination from corporates/equity issuers to investors. The analysis provided by equity research professionals, in the form of company/industry prospects, share price assessment (equity valuation) and investment recommendation, assists investors in their investment selection process. This is also the case for European small […]

Two Questions Every Growth Company Management Should Ask Themselves

Guest blog post from hardman and co
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 ‘Who will be our next investors?’ & ‘What will they expect from us?’ By Antony Gifford, Hardman & Co ‘The Capital Cycle of a Growth Company’ This article attempts to help management of small growth companies consider one of the crucial aspects of their role – the need to raise equity capital. It is hard […]

COUNTRY STRATEGY: OPPORTUNITY IN RUSSIA by THIRD YEAR

COUNTRY STRATEGY: OPPORTUNITY IN RUSSIA by THIRD POINT
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The strategy identifies a cyclical opportunity in Russia. In addition to an improved balance of payments, our real-time measures point to lower inflation. This scenario increases the scope for monetary easing, which is generally beneficial for asset prices. Long Russian IR was already among the best performing trades in 2015 and remains an opportunity.   1. […]