Blog Golden Broker: Benchmarks and the Investment Process

The brilliant entry below is from the Portuguese Blog: Golden Broker, from a most honourable connection (...very personally speaking...)  Alexandre Mota. It is an appropriate reminder of the pitfalls for Investors and Asset Managers of relying to much on a Benchmark when making decisions about investment and asset allocation.


Alexandre tells us that Benchmarks may on many occasions blur the reality behind the Investment process, and the tendency of professionals in these sectors to follow the herd, so to speak. Even if there are uses for Benchmarks, certainly there is, specially on informative grounds, in the end it is always the hard work of seeing through the veil that will make the distinction and good performance when investing.


Blog Golden Broker: Qual o objetivo do seu investimento?: A maioria dos investidores responde a esta pergunta referindo que visa o crescimento ou preservação do seu capital, ou assegurar um rend...

Activism in Investment

Today's topic: activism in Investment. A growing trend in the Corporate Governance landscape. In the video below we learn about the tendency to the formation of a sort of democratic coalition between different players in the Investment world (Institutional Investors with diverse origins but with aligned interests). The conversation is with FT Alphaville US correspondents Cardiff Garcia and Stephen Foley.

The Breakout Trader.

I would like your permission to post here today this as a  bilingual entry. The link refers to the Portuguese Blog The Breakout Trader. With subject matter: S&P 500 Large Caps, Mid Caps and Small Caps estimated earnings reports. These results will be known later today.



The Breakout Trader: Calendário com as estimativas dos resultados das e...: O seguinte calendário (fonte Ransquawk) tem as estimativas de resultados para as Large Caps, Mid Caps e Small Caps do mercado americano, qu...

Philippe Jabre taking home Fund of the Year 2013 at the HedgePo Investor...

A different video this time. The festive awards giving fits nicely with our entering a season of Spring.... and hope!

Andrew Peddar - StatPro Group - April 2014

I today post here a Video originally from the publication Asia Asset Management.
The growing influence and importance of Data Science to the Financial Sevices industry is hardly, if ever understated. Andrew Peddar explains the issues that Fund Management and Asset Management companies face in relation with the new disrupting technologies that are transforming the industry like Cloud services and Big Data Analytics. And the challenges are for the Asia Pacific region companies on the same level as they are on a global outlook.

Blog Golden Broker: Preço, Valor e Reflexividade. Um Post em Português.

 Na minha esfera de influência está este Blog da GoldenBroker. Com um muito respeitável naipe de colaboradores, a GoldenBroker parece ser uma excelente operadora no chamado Sell-side cluster dos mercados financeiros  e a operar em Portugal com condições de competitividade. O Post do link abaixo foi introduzido por Alexandre Mota da Golden Broker.


Blog Golden Broker: Preço, Valor e Reflexividade.: O recente manifesto sobre a reestruturação da dívida levantou um conjunto de questões quer do foro político, quer do foro económico. Será...

Fred's Blog: The craziest bond investment?

This post from Fred Wollard's Blog, who I am supposing someone with knowledge of the matters he writes about (it seems so) about a kind of Investement that is being relatively talked about in the Institutional space for the last couple of years or so: CoCo Bonds or Contingent Convertible Bonds.

The assessement is crystal clear: the risks are great. And the shareholder position in the issuer Bank: the best possible! Given the low, in terms of value/net asset position of the shareholders and stakeholders of many Financial Institutions, including Insurance companies or Pension Funds, it isn't a surprise to see the issuing institution (mainly commercial Banks) shareholders' value being maximised.The sell-side of the trade is the one with the greatest incentive to the CoCo play.



Fred's Blog: The craziest bond investment?: Anyone who has ever borrowed money has worried about what would happen if something bad happened to them, and they had trouble r...