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

Strategic Portfolio returns available from strategic currency allocations. We review ClearMacro's expected returns methodology and the opportunities currently available from strategic currency allocations.

Strategic Portfolio returns available from strategic currency allocations. We review ClearMacro's expected returns methodology and the opportunities currently available from strategic currency allocations.  

Portfolio Return Opportunity from Strategic Currency Allocations?

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

We are Initiating Coverage of Mitsubishi Estate Corporation.Since the group’s first land acquisition in 1894, its increased business scale and its invaluable core-member status in the Mitsubishi group (the largest zaibatsu group in Japan, backed by the largest banking group in Japan) have allowed Mitsubishi Estate to embark on large projects ahead of its peers...Analysts: Philip Zhong &amp; Michael Wu, CAIA

We are Initiating Coverage of Mitsubishi Estate Corporation.Since the group’s first land acquisition in 1894, its increased business scale and its invaluable core-member status in the Mitsubishi group (the largest zaibatsu group in Japan, backed by the largest banking group in Japan) have allowed Mitsubishi Estate to embark on large projects ahead of its peers...Analysts: Philip Zhong &amp; Michael Wu, CAIA

The Critical Mass of Marunouchi Properties Offers Near-Term Positives but Long-Term Concerns.

Japan

Sumitomo Realty & Development Co., Ltd. develops, manages, and sells houses and condominiums.  The Company also develops and manages real estates in overseas. Sumitomo Realty & Development undertakes infrastructure projects, manages real estate properties, and provides financing services to its customers.  The Company operates fitness clubs and restaurants as well.

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Sumitomo Realty & Developmen (8830 JP)

Portfolio Return Opportunity from Strategic Currency Allocations?

Strategic Portfolio returns available from strategic currency allocations. We review ClearMacro's expected returns methodology and the...

ClearMacro

The Critical Mass of Marunouchi Properties Offers Near-Term Positives but Long-Term Concerns.

We are Initiating Coverage of Mitsubishi Estate Corporation.Since the group’s first land acquisition in 1894, its increased business scale and its...

Morningstar, Inc.

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52-week Range

Market Cap (USDm)

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