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

Thematic (Sector/Industry)

Trends in Technology, Demographics, and Borrowing Will Set the Course of Rates<ul><li class="p1">We hypothesise that three main factors will determine the future course of interest rates.</li><li class="p1">First, the "new economy" characterised by globalisation and technological advancement will have long-lasting effects on the balance of savings and investment and will continue to exert an effect on the demand for capital and labor for years to come.</li><li class="p1">Second, demographic changes—primarily an aging and longer-lived global population—will reduce the savings glut produced by rapid growth of the working-age population in recent decades.</li><li class="p1">Finally, the state of the credit cycle will weigh on consumer and corporate behaviour, as well.</li></ul>Analysts: Jim Sinegal &amp; Eric Compton

Trends in Technology, Demographics, and Borrowing Will Set the Course of RatesWe hypothesise that three main factors will determine the future course of interest rates.First, the "new economy" characterised by globalisation and technological advancement will have long-lasting effects on the balance of savings and investment and will continue to exert an effect on the demand for capital and labor for years to come.Second, demographic changes—primarily an aging and longer-lived global population—will reduce the savings glut produced by rapid growth of the working-age population in recent decades.Finally, the state of the credit cycle will weigh on consumer and corporate behaviour, as well.Analysts: Jim Sinegal &amp; Eric Compton

Financial Services Observer: Solving the Interest Rate Equation

Bespoke Research on China and neighbouring regions, Bixmoor

Bixmoor

Bespoke Research on China and neighbouring regions

Bixmoor specialises in providing bespoke research to business, governments and the financial community on China and neighbouring regions. We seek to build long-term relationships with our clients, based on our expertise, our reliability and our determination to find the right solution.

Suggestions that London's leading role as a hub for forex trading is under threat are much exaggerated. London, and to a lesser extent New York, continue to dominate, despite a small increase in the role of Hong Kong.

Suggestions that London's leading role as a hub for forex trading is under threat are much exaggerated. London, and to a lesser extent New York, continue to dominate, despite a small increase in the role of Hong Kong.

London Continues to Dominate Forex Trading

Chairman, sgtradex

Tan Chin-Hwee

Chairman

Traditional finance companies' competitive advantage operates like moats protecting mediaeval castles. Fintech companies must cross the moats of trust and regulation to break into the mainstream.It started with a question which seemed simple enough when I first started investing in technology despite my training in years as a value investor: How do you invest in a fintech (financial technology) start-up with the potential to revolutionise finance, but which has not gained wide traction or turned…

Traditional finance companies' competitive advantage operates like moats protecting mediaeval castles. Fintech companies must cross the moats of trust and regulation to break into the mainstream.It started with a question which seemed simple enough when I first started investing in technology despite my training in years as a value investor: How do you invest in a fintech (financial technology) start-up with the potential to revolutionise finance, but which has not gained wide traction or turned…

The Moats that Fintech Companies Must Cross

Asymmetric Payoffs, Thracian Capital Management

Asymmetric Payoffs

Thracian Capital Management

Equity Bottom-Up

Credit Suisse stock has been strongly oversold (-61% since July 2015), trading on price/book of 0.51x and 6.6% dividend yield. You can get close to 4.5 years of upside optionality for only CHF0.87 in premium.Recommendation date: 7-Jul-2016Recommended size: 2% of AUM (in option premium spent)

Credit Suisse stock has been strongly oversold (-61% since July 2015), trading on price/book of 0.51x and 6.6% dividend yield. You can get close to 4.5 years of upside optionality for only CHF0.87 in premium.Recommendation date: 7-Jul-2016Recommended size: 2% of AUM (in option premium spent) 

Long CSGN VX (Credit Suisse Group) Dec '20 14-Strike Calls at CHF0.87

Transport Sector, China and Asia-focused Research

Charles De Trenck

I was fascinated by the reporting and then the responses to the Panama Papers, which implicates to some extent several high profile figures. I would agree that in many cases this can be press noise, and some push back is warranted. But I want to focus on implications for banks, directly and indirectly. Over the years I had the pleasure and the pain of working for BNP, UBS, Credit Suisse and Citigroup. Many of us have worked for banks. My geographical cross-sections have been spread across…

I was fascinated by the reporting and then the responses to the Panama Papers, which implicates to some extent several high profile figures. I would agree that in many cases this can be press noise, and some push back is warranted. But I want to focus on implications for banks, directly and indirectly. Over the years I had the pleasure and the pain of working for BNP, UBS, Credit Suisse and Citigroup. Many of us have worked for banks. My geographical cross-sections have been spread across…

The Source of Bank Funny Business, Some Examples

Switzerland

Credit Suisse Group AG operates as a wealth management firm. The Company specializes in investment banking and offers wealth management activities aiming to capitalize on both the large pool of wealth within mature markets, as well as the significant growth in wealth in Asia Pacific and other emerging markets. Credit Suisse Group serves customers worldwide.

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Credit Suisse Group (CSGN SW)

Financial Services Observer: Solving the Interest Rate Equation

Trends in Technology, Demographics, and Borrowing Will Set the Course of Rates We hypothesise that three main factors will determine the future...

Morningstar, Inc.

London Continues to Dominate Forex Trading

Suggestions that London's leading role as a hub for forex trading is under threat are much exaggerated. London, and to a lesser extent New York,...

Bixmoor

The Moats that Fintech Companies Must Cross

Traditional finance companies' competitive advantage operates like moats protecting mediaeval castles. Fintech companies must cross the moats of...

Tan Chin-Hwee

Long CSGN VX (Credit Suisse Group) Dec '20 14-Strike Calls at CHF0.87

Credit Suisse stock has been strongly oversold (-61% since July 2015), trading on price/book of 0.51x and 6.6% dividend yield. You can get close to...

Asymmetric Payoffs

The Source of Bank Funny Business, Some Examples

I was fascinated by the reporting and then the responses to the Panama Papers, which implicates to some extent several high profile figures. I...

Charles De Trenck

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)