Chart based progressive global trading strategies, Chart Partners

Thomas Schroeder

Chart based progressive global trading strategies

Chart Partners

Chart Partners objective is to discover medium-term cycle turns and profit opportunities before they unfold, within structural trends while preserving capital with clear degrees of risk. We have real return ideas. 

Markets are dynamic and trading systems must reflect this. It is crucial to determine underlying correlations and lead-lag relationships within global markets and the impact on linked instruments. Our weekly Chartonics product gives you short-term trading strategies that can be applied within the medium and longer term macro trends that are mapped out in our strategy updates. 

Our methodology fuses global market variables and isolates drivers in trends. We specialize in FX, index trade in NY and Asia with a focus on Asian stocks. 

Technical Analysis

<p><strong>Chartonics webcast </strong>Tuesday 8 March 2016</p><div><strong>Cycle inflection points</strong></div><p>To view click on this link: </p><p><strong><a href="http://www.screencast.com/t/2hBvPl15" target="_blank">http://www.screencast.com/t/2hBvPl15</a> </strong>4:14 min.</p><div>Our focus is on inflection turn signals across classes given we are entering a cycle turn date today that may stretch a few days but this week ST tops are due.</div><p>WTI close to 38 resistance after a big run is due for a at least a pullback within our more bullish March cycle.</p><div>CAD at even more interesting chart support for a short CAD/long USD. March is expected to…</div>

Chartonics webcast Tuesday 8 March 2016Cycle inflection pointsTo view click on this link: http://www.screencast.com/t/2hBvPl15 4:14 min.Our focus is on inflection turn signals across classes given we are entering a cycle turn date today that may stretch a few days but this week ST tops are due.WTI close to 38 resistance after a big run is due for a at least a pullback within our more bullish March cycle.CAD at even more interesting chart support for a short CAD/long USD. March is expected to…

Transport Sector, China and Asia-focused Research

Charles De Trenck

Thematic (Sector/Industry)

<p>Short answer: We get more Larry Summers editorials.</p><p>Long answer…</p><p>Larry Summers, a key accidental architect of Wall Street’s GFC of 2008-09 and neo-Keynesian piece of work, wants to do away with the $100 bill based on evidence most big bills are used for criminal purposes.</p><p>Citing work by Harvard colleagues from <a href="http://www.hks.harvard.edu/centers/mrcbg/publications/awp/awp52" target="_blank"> Harvard Study</a>, Summers is fully armed, failing of course to realize that criminals were around before him and will continue to launder money for a long time to come, even if they have to do…</p>

Short answer: We get more Larry Summers editorials.Long answer…Larry Summers, a key accidental architect of Wall Street’s GFC of 2008-09 and neo-Keynesian piece of work, wants to do away with the $100 bill based on evidence most big bills are used for criminal purposes.Citing work by Harvard colleagues from  Harvard Study, Summers is fully armed, failing of course to realize that criminals were around before him and will continue to launder money for a long time to come, even if they have to do…

Keynesian Brain Twister: What Happens When We Get Inflation & Negative Rates?

Thematic Investing in Tech and Media, CM Research

Cyrus Mewawalla

Thematic Investing in Tech and Media

Thematic TMT investing

CM Research

CM Research is an independent research house based in London, England. We provide global thematic research in the Technology, Media and Telecoms (TMT) sectors. 

Our focus is on disruptive technologies: how will they unfold; which industries will be impacted; and who will be the ultimate winners and losers. 

Our aim is to help investors predict share prices and corporate executives stay one step ahead of the technology trends that are shaping their industry. 

We research technology investment themes in detail and then feed the results into a scorecard system to quantify the impact of several conflicting themes on individual stocks. 

Recent themes covered include internet TV, the Internet of Things, Big Data, Mobile payments, crowdfunding, artificial intelligence, the cloud, software defined networking and Generation Hashtag.

We cover the top 500 global TMT stocks by market capitalisation and several technology start-ups and pre-IPO companies too. 

In 2015, CM Research analysts outperformed the Bloomberg Benchmark Analyst Index - which measures how good analysts are at predicting stock prices - by 7.1%.

<p><strong>Banking profits are under attack from FinTech</strong><br>Over the next five years, banks will no longer enjoy the oligopolistic profits of the past. Their scale is now working against them. Nimbler financial technology (or “FinTech”) companies are eating into their market share. Banking profits in segments such as enterprise lending and wealth management will decline by up to 35% by 2025, according to McKinsey.</p><p>Crowdfunding is the most potent FinTech threat.</p>

Banking profits are under attack from FinTech Over the next five years, banks will no longer enjoy the oligopolistic profits of the past. Their scale is now working against them. Nimbler financial technology (or “FinTech”) companies are eating into their market share. Banking profits in segments such as enterprise lending and wealth management will decline by up to 35% by 2025, according to McKinsey.Crowdfunding is the most potent FinTech threat.

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

<ul><li class="p1">Based on the early read we've had of the buying and selling activity of our top managers during the fourth quarter, it appears that the ongoing trend of high-conviction purchases of firms with wide economic moats continued during the most recent period.</li><li class="p1">Even so, four of the top 10 high-conviction purchases—non-rated Ally Financial (ALLY) and wide-moat Microsoft (MSFT), VF Corp. (VFC), and Stryker (SYK)—made during the fourth quarter were also new-money buys for our top managers.</li><li class="p1">And much as we've seen during past periods, there were a fair number of outright sales in the quarter—most of which was driven by valuation as opposed to changes in opinion.</li></ul><p><em>Analysts: Greggory Warren &amp; Eric Compton</em></p>

Based on the early read we've had of the buying and selling activity of our top managers during the fourth quarter, it appears that the ongoing trend of high-conviction purchases of firms with wide economic moats continued during the most recent period.Even so, four of the top 10 high-conviction purchases—non-rated Ally Financial (ALLY) and wide-moat Microsoft (MSFT), VF Corp. (VFC), and Stryker (SYK)—made during the fourth quarter were also new-money buys for our top managers.And much as we've seen during past periods, there were a fair number of outright sales in the quarter—most of which was driven by valuation as opposed to changes in opinion.Analysts: Greggory Warren &amp; Eric Compton

Our Ultimate Stock-Pickers Top 10 High-Conviction Purchases

Asia Pac IPO & Placement Research, China biotech, Aequitas Research

Ke Yan, CFA, FRM

Asia Pac IPO & Placement Research, China biotech

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

Equity Capital Markets

IMAX China Holding / Equity Capital Markets

<p>As part of our IPO coverage, we closely followed Hong Kong IPOs over 2015, and wrote on most of the larger deals. In this insight, we've used the data from our deal coverage to highlight a few interesting analytics about the deals that we saw over the past year.</p><p>We've analysed 53 IPO deals and keyed in on 5 charts: the overall performance distribution, and IPO performance based on sector, market cap, lead broker and retail participation. </p><div class="content-remarks">For our analysis we have selected listings in Hong Kong…</div>

As part of our IPO coverage, we closely followed Hong Kong IPOs over 2015, and wrote on most of the larger deals. In this insight, we've used the data from our deal coverage to highlight a few interesting analytics about the deals that we saw over the past year.We've analysed 53 IPO deals and keyed in on 5 charts: the overall performance distribution, and IPO performance based on sector, market cap, lead broker and retail participation. For our analysis we have selected listings in Hong Kong…

5 Key Charts to Wrap-Up 2015 HK IPO - Broker, Sector, and Retail Analytics

United States

Citigroup Inc. is a diversified financial services holding company that provides a broad range of financial services to consumer and corporate customers. The Company services include investment banking, retail brokerage, corporate banking, and cash management products and services. Citigroup serves customers globally.

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Citigroup Inc (C US)

Cycle Inflection Turns

Chartonics webcast Tuesday 8 March 2016Cycle inflection pointsTo view click on this link: http://www.screencast.com/t/2hBvPl15 4:14 min.Our focus...

Thomas Schroeder

Keynesian Brain Twister: What Happens When We Get Inflation & Negative Rates?

Short answer: We get more Larry Summers editorials.Long answer…Larry Summers, a key accidental architect of Wall Street’s GFC of 2008-09 and...

Charles De Trenck

Crowdfunding as an Investment Theme

Banking profits are under attack from FinTechOver the next five years, banks will no longer enjoy the oligopolistic profits of the past. Their...

CM Research

Our Ultimate Stock-Pickers Top 10 High-Conviction Purchases

Based on the early read we've had of the buying and selling activity of our top managers during the fourth quarter, it appears that the ongoing...

Morningstar, Inc.

5 Key Charts to Wrap-Up 2015 HK IPO - Broker, Sector, and Retail Analytics

As part of our IPO coverage, we closely followed Hong Kong IPOs over 2015, and wrote on most of the larger deals. In this insight, we've used the...

Ke Yan, CFA, FRM

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