Global developed equity markets rose in apparent harmony during the second quarter, as if they were all singing from the same sheet. But beneath the returns, multiple risks are fomenting disquiet, and five points of dissonance warrant closer attention
... Read more »
‘Network Effects’ is the defining phenomenon representing the modern digital economy. With the growth and dominance of the FAANG (Facebook, Apple, Amazon, Netflix and Google) stocks over the last 2 decades, Network Effects have been identified as the overwhelming creator of value in the economy. They have propelled companies to grow exponentially, leapfrog competition, create defensible moats and dominate entire economic segments
... Read more »
The following report is provided free each week by McAlinden Research Partners exclusively to members of Hedge Connection. Today’s issue cluster focuses on 5G
... Read more »
Capital-raising is a major hurdle for hedge funds and other alternative asset managers. Without AuM, fledgling managers with considerable talent are weighted down by the significant working capital requirements of managing an investment advisory business in an ever-more competitive and highly regulated industry. Yet, amid an increasingly challenging environment, top managers have been able to marshal high expectations of future performance – both in asset management prowess and fundraising ability – to address this problem and secure their best chance at future success by entering into a seed deal
... Read more »
It’s simple human nature to believe more of what you see than what you hear. The human brain is wired to process visual information more easily than contextual words. According to a June 15 Washington Post article, ‘Charts Change Hearts And Minds Better Than Words Do,’ charts are a more effective visual than tables of text. Data, particularly complex or vast amounts of data, which is arranged in a graph or other summary picture, is better understood when translated into an optic
... Read more »
