C-Suite AI focus signals coming labor disruption

A rapidly increasing number of company executives are discussing artificial intelligence during earnings calls and investor presentations, which could be a precursor for labor-disruptive technologies not only in manufacturing but also across the service sector. 

Research and Analysis

Investors are pouring money into silver ETFs

Silver, known for being a market of extremes, is living up to its reputation this year.

Commodities

Kenya bond rally fueled by investors who have run out of options

Kenya’s best bond rally in at least five years has less to do with faith in the sovereign than finding a place to hide.

Emerging Markets

Why credit spreads are resisting threats from rising rates

If markets are braced for a new dawn for risk assets bereft of monetary stimulus to juice returns amid record U.S. corporate leverage, credit investors remain remarkably sanguine.

Fixed Income

Apple's billion devices give augmented reality edge over Google

Alphabet Inc.’s Google beat Apple by three years in releasing AR tools, but its features are on very few phones and haven’t gained wide acceptance. By contrast, Apple can easily pair its software and devices, an advantage that will help it quickly make up lost ground.

Data Science
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Restaurant valuations likely baked in not-yet-cooked tax relief

The S&P Supercomposite Restaurants index trades well above historical averages, with a 16.1x EV-to-trailing 12-month Ebitda multiple vs. a 12x decade average, with the prospect of U.S. corporate tax relief likely baked in even though there's no solid, unified plan from Washington.

Research and Analysis

Brazil bond bulls turn bearish as politics cloud further gains

Brazilian bonds are losing their luster after one of the biggest rallies in developing nations. Steve Drew, the head of emerging-market credit at Janus Henderson, which oversees $331 billion in assets, shifted from an overweight position in Brazil to underweight six weeks ago.

Emerging Markets

Has outsourcing lost its strategic relevance?

Enterprises now more than ever need to leverage the global business models they’ve built over the last 20 years and the digital, economic and social ecosystems that support them.

Data and Tech Operations

Investors are jumping back into hedge funds

Investor interest in hedge funds is back on the upswing. Hedge funds saw the biggest jump in demand among asset classes examined in a Credit Suisse Group AG report Tuesday.

Hedge Funds

Asset management revenue falls in 2016 for first time since 2008

Rising markets aren’t a haven for money managers. For the first year since the 2008 financial crisis, revenue earned by asset management firms globally fell in 2016 along with profits, according to a report Tuesday by Boston Consulting Group.

Portfolio Management