Emerging Markets Di-worsification In the search for portfolio diversification many investors like to shift their exposure outside of their domestic market. Financial planners have always talked about how owning too much of your own employer’s stock is a dangerous...
Contrarian Investors Eye FAANG’s Netflix
Jun 17, 2018 | Research
When it comes to investing in capital markets institutional and retail (individual) investors usually have contrasting opinions. Institutional investors claim superiority in "beating the markets" by talking about their models, investment theses backed by complex...
The Viability of Gene-Therapy Investing
May 27, 2018 | Pharma, Research
The pharmaceutical industry in some ways can be seen as rather cyclical. New diseases are discovered, new cures are discovered, the cures are patented, the drugs are sold, the profits go up, the patents expire, the generics come forth, the profits die down. The cycle...
Visa ($V) or Mastercard ($MA) ?
May 18, 2018 | Economics, Research
Sure, there's nothing like a crisp $ 100 bill, but at the end of the day it has to all go digital. The last couple of years have prompted lot's of discussion about cryptocurrency used in payment processing solutions that will dissolve the current credit card market....
Emerging Markets Private Equity and Venture Capital
May 4, 2018 | Economics, Research
When developed markets become over-saturated many institutional investors turn their attention towards emerging markets. International exchanges host a myriad of companies that may seem completely alien to most investors, however the bulk of the regional business...