Founder, Riedel Research

David Riedel

Founder

Independent equity research on GEM Markets

Riedel Research

Riedel provides equity research and analysis to leading financial organizations. By becoming members of a region (Asia, Latin America, Emerging Europe or Global), organizations have access to an integrated set of services including:

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Thematic (Sector/Industry)

<ul class="ul1"><li class="li2">Trends in Consumer Sentiment across three key groups of countries is very concerning and clearly illustrate the risk that a Brexit or other blows to consumer sentiment in Europe pose to the global economy.</li></ul><ul class="ul1"><li class="li2">In this month's analysis of the RRG Global Consumer Sentiment Index (GCSI) we highlight the delicate balance of the global economy going into the June 23rd (Brexit) referendum and outline our recommended asset allocation going into and coming out of the UK's decision. </li></ul>

Trends in Consumer Sentiment across three key groups of countries is very concerning and clearly illustrate the risk that a Brexit or other blows to consumer sentiment in Europe pose to the global economy.In this month's analysis of the RRG Global Consumer Sentiment Index (GCSI) we highlight the delicate balance of the global economy going into the June 23rd (Brexit) referendum and outline our recommended asset allocation going into and coming out of the UK's decision. 

The Future of the Global Economy Lies in the Hands of a Small Group of Countries

Co-founder & Managing Director, Marketnomix 

Rajan Govil

Co-founder & Managing Director

Marketnomix 

Macroeconomics

The Federal Reserve can be expected to stay on course to normalize interest rate policy through the year as the unemployment rate continues to decline, hourly earnings remain on an upward trend and other economic indicators such as retail sales, house prices and consumer sentiment continue to improve on a trend basis.We expect the pace of rate increases to be very gradual, and see the Federal Funds rate around 1.0% by the end of 2016. The pace of increase will depend on the strength of the US…

The Federal Reserve can be expected to stay on course to normalize interest rate policy through the year as the unemployment rate continues to decline, hourly earnings remain on an upward trend and other economic indicators such as retail sales, house prices and consumer sentiment continue to improve on a trend basis.We expect the pace of rate increases to be very gradual, and see the Federal Funds rate around 1.0% by the end of 2016. The pace of increase will depend on the strength of the US…

US: Federal Reserve to Stay on Course to Normalize Rates

Recently global equity markets have come under stress due to the high degree of uncertainty stemming from US Fed’s recent FOMC meeting, political risk in the US around Trump’s candidacy and the upcoming vote for a Brexit set to take place on June 23rd.  Inaction among four major central banks this week has highlighted the fact that major policy makers are very uncertain about the impact that a potential Brexit may have on the global economy. While the risk of Brexit seems to have faded today the markets may not have fully appreciated the risk to the global economy of a Brexit.The UK economy and consumer sentiment is tightly tied to a number of other European countries which have high consumer sentiment that has been buoying overall consumer sentiment.  Any risk to this group of exuberant countries puts global consumer sentiment at real risk of a sharp drop.

 Recently global equity markets have come under stress due to the high degree of uncertainty stemming from US Fed’s recent FOMC meeting, political risk in the US around Trump’s candidacy and the upcoming vote for a Brexit set to take place on June 23rd.  Inaction among four major central banks this week has highlighted the fact that major policy makers are very uncertain about the impact that a potential Brexit may have on the global economy. While the risk of Brexit seems to have faded today the markets may not have fully appreciated the risk to the global economy of a Brexit.The UK economy and consumer sentiment is tightly tied to a number of other European countries which have high consumer sentiment that has been buoying overall consumer sentiment.  Any risk to this group of exuberant countries puts global consumer sentiment at real risk of a sharp drop.

Global Economy Dodges a Bullet - Brexit Could Cause Global Recession

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%.

<ul><li>TV broadcasters still control 93% of subscriptions and advertising revenues that pass through the TV set. The remaining 7% of revenues relates to video streaming services like Netflix.</li><li>But Internet TV will move faster and be more disruptive than analysts predict.</li><li>The inflection point will be the arrival of a “pure” internet TV in which all TV viewing is accessed by a single operating system, probably remote controlled by a smartphone or tablet.</li><li>Film and TV studios will see content prices bid up as technology companies – like Apple, Netflix and Alibaba – compete to acquire content rights.</li><li>TV broadcasters will report profit warnings as they lose control of payTV subscription revenues and TV advertising revenues.</li></ul>

TV broadcasters still control 93% of subscriptions and advertising revenues that pass through the TV set. The remaining 7% of revenues relates to video streaming services like Netflix.But Internet TV will move faster and be more disruptive than analysts predict.The inflection point will be the arrival of a “pure” internet TV in which all TV viewing is accessed by a single operating system, probably remote controlled by a smartphone or tablet.Film and TV studios will see content prices bid up as technology companies – like Apple, Netflix and Alibaba – compete to acquire content rights.TV broadcasters will report profit warnings as they lose control of payTV subscription revenues and TV advertising revenues.

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">We view the overall market as slightly undervalued, based on our fair value estimates for approximately 1,500 global companies.</li><li class="p1">The financial services, consumer cyclical, and healthcare sectors are the most undervalued, while the basic materials sector is our only overvalued sector.</li><li class="p1">Oil price concerns are hurting the financial services sector, while divergent paths for China’s future fixed asset investment growth and consumption inform our thinking in the basic materials and consumer cyclical sectors.</li></ul>Analyst: Elizabeth Collins

We view the overall market as slightly undervalued, based on our fair value estimates for approximately 1,500 global companies.The financial services, consumer cyclical, and healthcare sectors are the most undervalued, while the basic materials sector is our only overvalued sector.Oil price concerns are hurting the financial services sector, while divergent paths for China’s future fixed asset investment growth and consumption inform our thinking in the basic materials and consumer cyclical sectors.Analyst: Elizabeth Collins

Stock Market Outlook: Stocks Start to Look More Attractive

United States

Yum! Brands, Inc, owns and franchises quick-service restaurants worldwide.  The Company develops, operates, franchises and licenses a worldwide system of restaurants which prepare, package and sell a menu of food items.

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Yum! Brands Inc (YUM US)

The Future of the Global Economy Lies in the Hands of a Small Group of Countries

Trends in Consumer Sentiment across three key groups of countries is very concerning and clearly illustrate the risk that a Brexit or other blows...

David Riedel

US: Federal Reserve to Stay on Course to Normalize Rates

The Federal Reserve can be expected to stay on course to normalize interest rate policy through the year as the unemployment rate continues to...

Rajan Govil

Global Economy Dodges a Bullet - Brexit Could Cause Global Recession

Recently global equity markets have come under stress due to the high degree of uncertainty stemming from US Fed’s recent FOMC meeting, political...

David Riedel

Internet TV as an Investment Theme

TV broadcasters still control 93% of subscriptions and advertising revenues that pass through the TV set. The remaining 7% of revenues relates to...

CM Research

Stock Market Outlook: Stocks Start to Look More Attractive

We view the overall market as slightly undervalued, based on our fair value estimates for approximately 1,500 global companies. The financial...

Morningstar, Inc.

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