Tag Archives: research

What does disruption mean for investing?

Can a disciplined investment process deal with rapid change? Rigorous analysis of historic numbers seems at odds with disruption and a radically different future. Economic revolution seems to question the very concept of consistent growth. The process of investing may now need to adapt to involve informed guesswork on innovation and adoption of technology. Investors […]

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The Problems with MiFID

Years in planning and one year late, the European Union’s wide-ranging new MiFID II regulation is still going to catch-out much of the industry. Although European, it will impact global asset managers, and may herald change across the industry. No-one yet quite knows how it will work in practice. The aim – to fully and […]

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Hidden agendas: Danger of anonymous stockmarket “research”

Some respected online financial sites have recently taken down more than 100 “research” articles anonymously written. The noise of this conflicted commentary, often in the guise of research, threatens to distort share prices and swamp markets. While much of this problem has been focused on the US, UK and European companies are also covered on […]

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Dealing commissions; do clients get value for their money?

In one key area of asset management, the UK regulator is aiming for global leadership. The Financial Conduct Authority has ambitions to drive the EU debate on dealing commissions, and establish London as an investor-focused low cost centre. The first step is its current consultation on dealing commissions, which should raise standards and give retail […]

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Who loses from IPO conflicts?

The process for initial public offerings is one of the most opaque areas of the market, and is ripe for reform. The current IPO boom mirrors the excesses of the tech bubble a decade ago. That resulted in fines and new rules – but it’s still not fixed. There is a clear public interest in […]

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