Leading Independent Investment Research, Morningstar, Inc.

Morningstar

Leading Independent Investment Research

Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. 

Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 16 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $180 billion in assets under advisement or management as of June 30, 2015. We have operations in 27 countries.

Download the Morningstar Fact Sheet : http://corporate.morningstar.com/US/documents/MarketingFactSheets/AboutMorningstarFactsheet.pdf

Thematic (Sector/Industry)

Trends in Technology, Demographics, and Borrowing Will Set the Course of Rates<ul><li class="p1">We hypothesise that three main factors will determine the future course of interest rates.</li><li class="p1">First, the "new economy" characterised by globalisation and technological advancement will have long-lasting effects on the balance of savings and investment and will continue to exert an effect on the demand for capital and labor for years to come.</li><li class="p1">Second, demographic changes—primarily an aging and longer-lived global population—will reduce the savings glut produced by rapid growth of the working-age population in recent decades.</li><li class="p1">Finally, the state of the credit cycle will weigh on consumer and corporate behaviour, as well.</li></ul>Analysts: Jim Sinegal &amp; Eric Compton

Trends in Technology, Demographics, and Borrowing Will Set the Course of RatesWe hypothesise that three main factors will determine the future course of interest rates.First, the "new economy" characterised by globalisation and technological advancement will have long-lasting effects on the balance of savings and investment and will continue to exert an effect on the demand for capital and labor for years to come.Second, demographic changes—primarily an aging and longer-lived global population—will reduce the savings glut produced by rapid growth of the working-age population in recent decades.Finally, the state of the credit cycle will weigh on consumer and corporate behaviour, as well.Analysts: Jim Sinegal &amp; Eric Compton

Financial Services Observer: Solving the Interest Rate Equation

Chairman, sgtradex

Tan Chin-Hwee

Chairman

Traditional finance companies' competitive advantage operates like moats protecting mediaeval castles. Fintech companies must cross the moats of trust and regulation to break into the mainstream.It started with a question which seemed simple enough when I first started investing in technology despite my training in years as a value investor: How do you invest in a fintech (financial technology) start-up with the potential to revolutionise finance, but which has not gained wide traction or turned…

Traditional finance companies' competitive advantage operates like moats protecting mediaeval castles. Fintech companies must cross the moats of trust and regulation to break into the mainstream.It started with a question which seemed simple enough when I first started investing in technology despite my training in years as a value investor: How do you invest in a fintech (financial technology) start-up with the potential to revolutionise finance, but which has not gained wide traction or turned…

The Moats that Fintech Companies Must Cross

Macro Strategist, Saxo Capital Markets

Kay Van-Petersen

Macro Strategist

Saxo Capital Markets

<ul><li>Given the tight &amp; very light volumes last week, we really need everyone back in their trading seats to get a lay of the land</li><li>Key question still remains, is this US Dollar bounce the real thing? Or a head fake to another move lower</li><li>Being neither too smart nor too foolish, KVP is doing one of the hardest things a trader/Portfolio Manager can do, sitting on the side lines &amp; waiting…</li><li>Let the currents of probability dictate when its time to act… cause right now…  apart from some downside exposure through equity puts or VIX calls for the portfolio (equity vol is too low), things are looking neither here nor there…</li><li>WK 13: End of !Q16, US PCE &amp; NFP due, plus PMIs in full swing &amp; liquidity should be returning to the markets post the hols</li></ul>

Given the tight &amp; very light volumes last week, we really need everyone back in their trading seats to get a lay of the landKey question still remains, is this US Dollar bounce the real thing? Or a head fake to another move lowerBeing neither too smart nor too foolish, KVP is doing one of the hardest things a trader/Portfolio Manager can do, sitting on the side lines &amp; waiting…Let the currents of probability dictate when its time to act… cause right now…  apart from some downside exposure through equity puts or VIX calls for the portfolio (equity vol is too low), things are looking neither here nor there…WK 13: End of !Q16, US PCE &amp; NFP due, plus PMIs in full swing &amp; liquidity should be returning to the markets post the hols

Global Macro Take: WK 13. Sitting on the Side-Lines… for Now

CEO, CIO, ClearMacro

Mike Simcock

CEO, CIO

Strategic & Tactical Asset Allocation Global Macro

ClearMacro

CIO, & CEO ClearMacro Ltd
An institutional investor with over 25 years experience, laterly having spent 10 years at GIC Singapore SWF. Managng Director, managing Global Macro, FIxed Income (Europe) and Global Credit businesses.
Passionate about utilising technology to enhance portfolio idea generation across global, multi-asset classes and optimisation of the investment process.

Macroeconomics

Strategic Portfolio returns available from strategic currency allocations. We review ClearMacro's expected returns methodology and the opportunities currently available from strategic currency allocations.

Strategic Portfolio returns available from strategic currency allocations. We review ClearMacro's expected returns methodology and the opportunities currently available from strategic currency allocations.  

Portfolio Return Opportunity from Strategic Currency Allocations?

Denmark

Danske Bank A/S is a Danish banking group that encompasses Danske Bank, Realkredit Danmark, and other subsidiaries. The Group provides financial services including banking, insurance, mortgage, asset management, brokerage, credit card, real estate, and leasing services. Danske Bank serves private customers, as well as the corporate and institutional sectors worldwide.

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Danske Bank A/S (DANSKE DC)

Financial Services Observer: Solving the Interest Rate Equation

Trends in Technology, Demographics, and Borrowing Will Set the Course of Rates We hypothesise that three main factors will determine the future...

Morningstar, Inc.

The Moats that Fintech Companies Must Cross

Traditional finance companies' competitive advantage operates like moats protecting mediaeval castles. Fintech companies must cross the moats of...

Tan Chin-Hwee

Global Macro Take: WK 13. Sitting on the Side-Lines… for Now

Given the tight & very light volumes last week, we really need everyone back in their trading seats to get a lay of the land Key question...

Kay Van-Petersen

Portfolio Return Opportunity from Strategic Currency Allocations?

Strategic Portfolio returns available from strategic currency allocations. We review ClearMacro's expected returns methodology and the...

ClearMacro

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