Is Machine Learning Going to Become a De Facto Standard for Asset Management?: AI Readings
In the search for Alpha, large asset managers are increasingly turning their attention to the deployment of machine learning systems. Among the...
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Global Equity Strategy: Overweight EM
Big-picture technicals offer a compelling outlook for equities -- in the long-run. Despite arguably stretched trends, especially in the U.S. and...
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HSBC Holdings Plc – Likely Getting a Big Hickey From President Trump
* Despite bottom-line improvement on a go-forward basis, deferred tax asset (DTA) write-downs are likely at major global financial companies -...
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US Brokers - Chuck Bucks Fueling Housing
* Margin finance not only remains a concern for the US share market, but the US housing market as well. * Charles Schwab is the latest example of...
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Blockchain as an Investment Theme
In a world where computer code is trusted more than human-run operations – especially amongst tech-savvy, urban Millennials – blockchain is a...
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