Transport Sector, China and Asia-focused Research

Charles De Trenck

Thematic (Sector/Industry)

I recently sat down for a catch up with a finance friend running a CFO type role in a major company. Some points he noted on banks led to what I see as continued coming compliance feeding frenzy, and which may lead to another major hurdle/headache for investors/bank account holders and global banks (not all bad, but confusing and execution issues). As a result of my initial discussion, I followed up with other bank and company managers as well as a private bank executive representing overseas…

I recently sat down for a catch up with a finance friend running a CFO type role in a major company. Some points he noted on banks led to what I see as continued coming compliance feeding frenzy, and which may lead to another major hurdle/headache for investors/bank account holders and global banks (not all bad, but confusing and execution issues). As a result of my initial discussion, I followed up with other bank and company managers as well as a private bank executive representing overseas…

CRS/AEOI: The Next FATCA …And Which May Affect Even More Asia Accounts

Information Technology Consultant

Ishita Jain

Euroclear and itBit have announced a partnership to explore the development of a clearing and settlement system for the London unallocated gold market. The two companies are talking to banks and broker dealers to create a blockchain network that clears, tracks and settles trades in close to real time.itBit is a financial services company that offers a blockchain-based clearing and settlement network, called Bankchain. ItBit has opened a new London operation as it turns its focus to trading and…

Euroclear and itBit have announced a partnership to explore the development of a clearing and settlement system for the London unallocated gold market. The two companies are talking to banks and broker dealers to create a blockchain network that clears, tracks and settles trades in close to real time.itBit is a financial services company that offers a blockchain-based clearing and settlement network, called Bankchain. ItBit has opened a new London operation as it turns its focus to trading and…

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

Equity Bottom-Up

Xero has grown quickly since incorporation in 2006 to become the largest provider of accounting software as a service, or SaaS, to the small and midsize enterprise, or SME, market in Australia and New Zealand. We expect the company to continue leveraging this strong position to expand quickly in other regions, such as the United Kingdom and the United States.Current losses are an acceptable price for rapid growth and associated strategic benefits, and we forecast a maiden profit in fiscal 2020. The capital-light business model should enable returns on invested capital, or ROIC, to comfortably exceed the weighted average cost of capital, or WACC, from 2020, supporting our narrow economic moat rating. We believe the shares offer value at current levels.Analysts: Gareth James, Andrew Lange, and Brian Colello

Xero has grown quickly since incorporation in 2006 to become the largest provider of accounting software as a service, or SaaS, to the small and midsize enterprise, or SME, market in Australia and New Zealand. We expect the company to continue leveraging this strong position to expand quickly in other regions, such as the United Kingdom and the United States.Current losses are an acceptable price for rapid growth and associated strategic benefits, and we forecast a maiden profit in fiscal 2020. The capital-light business model should enable returns on invested capital, or ROIC, to comfortably exceed the weighted average cost of capital, or WACC, from 2020, supporting our narrow economic moat rating. We believe the shares offer value at current levels.Analysts: Gareth James, Andrew Lange, and Brian Colello 

Blockchain is quite the buzzword nowadays. Aided by the mystique of the technology underlying Bitcoin and a unique proposition of eliminating the 'middleman', blockchain has grown from an esoteric concept to one that threatens to become mainstream in a few years. As with any new technology, there are potentially millions of applications of the technology which can alleviate legacy issues across thousands of industries. As time unravels, this seldom holds true for most technologies but blockchain may finally be an exception. This article explores the use of blockchain in the financial service industry, the in-flight projects and some investment ideas for investors to jump onto the bandwagon.

Blockchain is quite the buzzword nowadays. Aided by the mystique of the technology underlying Bitcoin and a unique proposition of eliminating the 'middleman', blockchain has grown from an esoteric concept to one that threatens to become mainstream in a few years. As with any new technology, there are potentially millions of applications of the technology which can alleviate legacy issues across thousands of industries. As time unravels, this seldom holds true for most technologies but blockchain may finally be an exception. This article explores the use of blockchain in the financial service industry, the in-flight projects and some investment ideas for investors to jump onto the bandwagon.

Blockchain in the Financial Services Industry

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

Technology can transform institutional asset allocation. - Consolidation of strategic and tactical opportunity sets, embed your own regime view and compare the global public and private asset market opportunity sets on a single common interface. The Holy Grail?

Technology can transform institutional asset allocation. - Consolidation of strategic and tactical opportunity sets, embed your own regime view and compare the global public and private asset market opportunity sets on a single common interface. The Holy Grail? 

Technology -Transforming Asset Allocation Decision Making

United States

Intuit Inc. develops and markets business and financial management software solutions for small and medium sized businesses, financial institutions, consumers, and accounting professionals  The Company provides software for small business management and payroll processing, personal finance, and tax preparation and filing.

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Intuit Inc (INTU US)

CRS/AEOI: The Next FATCA …And Which May Affect Even More Asia Accounts

I recently sat down for a catch up with a finance friend running a CFO type role in a major company. Some points he noted on banks led to what I...

Charles De Trenck

Blockchain and Gold

Euroclear and itBit have announced a partnership to explore the development of a clearing and settlement system for the London unallocated gold...

Ishita Jain

Xero: Build It and They Will Come

Xero has grown quickly since incorporation in 2006 to become the largest provider of accounting software as a service, or SaaS, to the small and...

Morningstar, Inc.

Blockchain in the Financial Services Industry

Blockchain is quite the buzzword nowadays. Aided by the mystique of the technology underlying Bitcoin and a unique proposition of eliminating the...

Ishita Jain

Technology -Transforming Asset Allocation Decision Making

Technology can transform institutional asset allocation. - Consolidation of strategic and tactical opportunity sets, embed your own regime view and...

ClearMacro

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