Monthly Archives: February 2017

The REAL FinTech

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FinTech (as in Financial Technology) is a buzzword that is usually associated with peer-to-peer lending and start-ups that are looking to ‘disrupt’ the finance industy.

However, the core of the FinTech revolution will be how banks utilize technology to cut costs and glean greater information and statistical analysis on their current and prospective clientele.

Here’s a look at what JPMorgan is doing:

LINK: Bloomberg on JPMorgan’s Use of Technology

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The World’s Biggest Economies In 2050

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PWC Global has come out with a report that sets out its long-term growth projections for the world’s largest economies.

LINK: World in 2050 (PWC)

Here is a quick summary of their forecast:

“Key results of our analysis (as summarised also in the accompanying video) include:

The world economy could more than double in size by 2050, far outstripping population growth, due to continued technology-driven productivity improvements

Emerging markets (E7) could grow around twice as fast as advanced economies (G7) on average

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OUR JANUARY RESULTS – A GREAT START TO 2017

OUR JANUARY RESULTS – A GREAT START TO 2017

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Our weighted average return in January was +2.38% (net of fees).

Our core bond holdings continued to deliver stable returns and our equity performance was outstanding. Our decision to maximize our exposure to technology stocks in November and December of last year delivered immediate rewards. Here is how our top three individual equity holdings performed last month:

1) Amazon +11%
2) Facebook +15.80%
3) Shopify +19.41%

Our rotation into emerging markets and our investments in the biotechnology sector also contributed to our strong outperformance of the S&P 500 (SPY US), which had total return of 1.79%. We also outperformed emerging market bonds (EMB US: +1.73%) and investment grade bonds (BND US: +0.19%) by a considerable margin.

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