Independent Asian Credit Research, Bondcritic

Warut Promboon

Independent Asian Credit Research

Asian Fixed Income/Frontier Market Research

Bondcritic

Bondcritic, established in 2009, is designed to be an independent credit research voice that helps investors gain insights and unbiased analyses on Asian fixed income market. Our mission is to discover deep-value Asian high-yield and distressed bonds with a bottom-up approach, together with the help of our proprietary ESG (Environmental, Social Development, and Governance) model. At the same time, we focus on bringing investment cases of unrated and unloved issuers to the general public.

Macroeconomics

<ul>
<li>The security token market, though, has slowly developed mainly due to declining risk appetites sparked by COVID-19 in 2020 and the Russian invasion of Ukraine on 24-February 2022.</li>
<li>What has changed that led us to update readers on tokenization is the approval of Bitcoin ETFs</li>
<li>The Bitcoin ETFs will be the first step to allow institutional investors to invest in cryptocurrencies. Next, we expect more ETFs of other well-known cryptocurrencies such as Ethereum (ETH).</li>
</ul>


The security token market, though, has slowly developed mainly due to declining risk appetites sparked by COVID-19 in 2020 and the Russian invasion of Ukraine on 24-February 2022.
What has changed that led us to update readers on tokenization is the approval of Bitcoin ETFs
The Bitcoin ETFs will be the first step to allow institutional investors to invest in cryptocurrencies. Next, we expect more ETFs of other well-known cryptocurrencies such as Ethereum (ETH).


Security Token Journal: Bitcoins to the Mass

Alpha-Centric ESG Research

Kyle Rudden

<ul>
<li>Despite the rough market for ESG-related indexed funds recently, <a href="https://www.smartkarma.com/entities/msci-inc" target="_blank" data-smartkarma-citation="entities:17865:1" rel="noopener">MSCI (MSCI US)</a> continues to increase its market share and solidify its already dominant position as the top indexer.</li>
<li>MSCI ESG-related indexes currently have a 67% (and still growing) market share of the overall ESG indexing ecosystem with nearly US$250 billion in index-linked ETF assets globally.</li>
<li>MSCI's dominant market position is even stronger in important ESG niches/verticals, and two in particular: 1) climate change-focused indexes, and 2) Asia-Pacific ESG markets.</li>
</ul>


Despite the rough market for ESG-related indexed funds recently, MSCI (MSCI US) continues to increase its market share and solidify its already dominant position as the top indexer.
MSCI ESG-related indexes currently have a 67% (and still growing) market share of the overall ESG indexing ecosystem with nearly US$250 billion in index-linked ETF assets globally.
MSCI's dominant market position is even stronger in important ESG niches/verticals, and two in particular: 1) climate change-focused indexes, and 2) Asia-Pacific ESG markets.


MSCI ESG Indexes Gaining in Market Share Despite ESG's Recent "Bear Market"

Global Multi-Asset Investment Strategist, True Insights

Jeroen Blokland

Global Multi-Asset Investment Strategist

Build Well-Diversified Multi-Asset Portfolios

True Insights

Our research helps investors build well-diversified multi-asset portfolios and profit from market developments. In addition, our unique and proven Macro – Sentiment – Valuation (MSV) investment framework ensures a consistent flow of new investment opportunities. Together with our market views, these opportunities will be reflected in our live ETF-based Global Multi-Asset Portfolios.

Cross Asset Strategy

<ul>
<li>BlackRock is feeding Bitcoin animal spirits. The last time the SEC rejected a product offering from the ‘inventor’ of iShares was in 2014. BlackRock has a success ratio of 99.8%.</li>
<li>The SEC's main objection to approving a physical Bitcoin ETF has always been 'price manipulation.' Hence, BlackRock has entered a ‘surveillance-sharing’ agreement with Nasdaq</li>
<li>We updated our Bitcoin as a gold-like insurance premium scenario analysis to provide estimates about Bitcoin's future price.</li>
</ul>


BlackRock is feeding Bitcoin animal spirits. The last time the SEC rejected a product offering from the ‘inventor’ of iShares was in 2014. BlackRock has a success ratio of 99.8%.
The SEC's main objection to approving a physical Bitcoin ETF has always been 'price manipulation.' Hence, BlackRock has entered a ‘surveillance-sharing’ agreement with Nasdaq
We updated our Bitcoin as a gold-like insurance premium scenario analysis to provide estimates about Bitcoin's future price.


Chairman, sgtradex

Tan Chin-Hwee

Chairman

Thematic (Sector/Industry)

<p>Having <a href="http://www.scmp.com/comment/insight-opinion/article/1893796/why-walking-away-successful-career-finance-not-so-hard" target="_blank">left the industry after 20 years</a>, one could still not escape the media headlines of dwindling workforce and bonuses in the once coveted fund management industry which is going through consolidation.</p><p>I am not writing to add coal to the fire but would like to share some of my observations as an outsider and hopefully stimulate a discussion.  The active fund management industry is facing a direct assault in the light of advancement of technology which enhances the execution capabilities of…</p>

Having left the industry after 20 years, one could still not escape the media headlines of dwindling workforce and bonuses in the once coveted fund management industry which is going through consolidation.I am not writing to add coal to the fire but would like to share some of my observations as an outsider and hopefully stimulate a discussion.  The active fund management industry is facing a direct assault in the light of advancement of technology which enhances the execution capabilities of…

The Asset Management Industry - A Perfect Storm. Who Will Remain when the Dust Settles?

United States

WisdomTree, Inc. operates as an asset management firm. The Company offers sponsors exchange-traded funds and other financial products to retail and institutional investors, as well as develops digital products and structures, including digital funds, tokenized assets, and blockchain-native digital wallet. WisdomTree serves customers worldwide.

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WisdomTree (WT US)

Security Token Journal: Bitcoins to the Mass

The Bitcoin ETFs will be the first step to allow institutional investors to invest in cryptocurrencies. Next, we expect more ETFs of other well...

Bondcritic

Everybody Wants Bitcoin!

The race for a US physical Bitcoin ETF is on now that BlackRock has filed with the SEC. Yet, the SEC's main objection to approval, the risk of...

Jeroen Blokland

The Asset Management Industry - A Perfect Storm. Who Will Remain when the Dust Settles?

Having left the industry after 20 years, one could still not escape the media headlines of dwindling workforce and bonuses in the once coveted fund...

Tan Chin-Hwee

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Security Token Journal: Bitcoins to the Mass

The Bitcoin ETFs will be the first step to allow institutional investors to invest in cryptocurrencies. Next, we expect more ETFs of other well...

Bondcritic

MSCI ESG Indexes Gaining in Market Share Despite ESG's Recent "Bear Market"

It's been rough for ESG index funds and the ESG indexers that index them. Not for MSCI, though. MSCI continues to gain market share and solidify...

Kyle Rudden

Everybody Wants Bitcoin!

The race for a US physical Bitcoin ETF is on now that BlackRock has filed with the SEC. Yet, the SEC's main objection to approval, the risk of...

Jeroen Blokland

The Asset Management Industry - A Perfect Storm. Who Will Remain when the Dust Settles?

Having left the industry after 20 years, one could still not escape the media headlines of dwindling workforce and bonuses in the once coveted fund...

Tan Chin-Hwee