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In an attempt to unravel the complexities of evaluating the dominant cryptocurrency, Grayscale Investments has assessed macroeconomic factors and indicators of demand and supply in a new report titled “Valuing Bitcoin.” The report concludes that the current Bitcoin market structure parallels that of early 2016 before it began its historic bull run.
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An article by Itay Sagie, co-founder of VCforU.com, which helps over 17,000 startups, uses Crunchbase data for the period March 18-June 17, 2020, to assess how the pandemic changed the venture capital investment landscape in the U.S.
According to a new report from Boston Consulting Group, there is likely to be fierce competition for limited capital in 2020 after the coronavirus crisis. Asset managers will have to deal with these new market realities by taking recourse to technology and gaining an edge through expertise and scale.
“Life after Covid-19: Financial Technologies,” a report issued by the Dubai Future Foundation, examines the impact of the pandemic on the UAE and the Arab world, and in particular, the fintech sector. The report reassuringly concludes that the sector would emerge stronger from the crisis as people take to digital services to run their lives.
2019 was a banner year for the Indian VC industry, says the IVCA-Bain India Venture Capital Report. Investors deployed a record-breaking $10 billion, up 55% from 2018, with deal volume surging 30%. The average deal size rose by 20% in 2019. Further, average deal ticket sizes surged across all stages of investment.
PwC and Elwood Asset Management Services used data from the largest global crypto hedge funds to compile the report.
Assets under management (AUM) at cryptocurrency hedge funds doubled from $1 billion in 2018 to $2 billion in 2019, while average assets under management expanded from $21.9 million to $44 million, said the report. Median AuM increased from US$4.3 million to US$8.2 million.
A global study was conducted by Outlier Ventures and DIA of 42 digital asset market data vendors globally. These vendors handle data for daily trading volumes exceeding US$100 billion. This newly emerging market of digital asset data providers is growing fast, the study found.
UK the Epicenter of Fintech in Europe, says Report. The fintech sector in the UK raked in a record $4.9 billion in investments during 2019, despite political turmoil from Brexit.
Pensions Could be Holding $61 Trillion of Assets Globally By 2025. A report from the Association of the Luxembourg Fund Industry said that pension funds are “facing a crisis of unprecedented proportions” due to rising life expectancies in many countries. As a result, pension funds have been forced to diversify across geographies and different asset classes in a bid to push up returns.
Miners have accepted that Environmental-Social-Governance (ESG) criteria will measure their commitment to sustainability and the impact of their operations on society.
Going a step further, mining companies have also come to realize that ESG compliance leads to the creation of shareholder value and attendant social benefits such as better working conditions. Further, they recognize that investors, employees and host governments will welcome those miners that have a record of credible ESG performance.
That ESG is causing a sea change in miners’ approach to societal obligations is apparent. But, says EgonZehnder, they should be doing more.
New regulations, products, and money will make 2020 a banner year for ESG in Europe
Sustainable and responsible investing around the themes of Environment-Social-Governance (ESG) will come into its own in 2020 in Europe, says the latest monthly report by Cerulli. And demand impetus may come from retail investors, the report goes on to say.
Foreign private equity invested US$5.03 billion in Indian real estate in 2019.
Compared to 2018, when foreign PE investors poured in US$ 5.13 billion into Indian real estate, investment fell by 2% in 2019.
NAREIT – the National Association of Real Estate Investment Trusts — explored REITs’ strong 2019 performance and linked the sector’s success to a bounceback from 2018’s lackluster performance. Last week’s commentary quoted Matt Werner, portfolio manager at Chilton Capital Management.
A group of researchers at Stanford University, led by Mark Jacobson, has prepared detailed roadmaps for 143 countries that account for 99.7 percent of all global greenhouse gas emissions. These roadmaps provide for a 100% transition to wind-water-solar (WWS) energies and storage by 2050, and 80% by 2030.
The global cost? All of about $73 trillion as per the present value of capital cost. The payback is in under seven years, and comes with massive benefits
The annual strategy report from LaSalle advises investors to maintain a strategic balance of offensive and defensive positions.
LaSalle Investment Management’s Investment Strategy Annual (ISA) 2020 says investors need to capitalize on opportunities and mitigate risk in 2020, according to an article by Andrea Zander in Institutional Real Estate, Inc.
The report covers outlooks for both the Canadian and US real estate markets.
Stanford University’s latest report, AI Index, provides useful insights into the progress of AI.
According to the report, Singapore, Brazil, Australia, Canada, and India experienced the fastest growth in AI hiring from 2015 to 2019. However, in the US, the share of jobs in AI-related topics increased from 0.26% of total jobs posted in 2010 to 1.32% in October 2019.
SIFMA’s bi-annual survey compiles economic focus from its Roundtable members, the chief US economists of over 20 global and regional financial institutions. SIFMA’s 2019 End-Year US Economic Survey forecasts US GDP growth for 2020 at 1.8%, down 0.1% from the June Survey. “Despite the markdown in 2020 GDP growth, the economy still expected to expand at a moderate pace,” said Ellen Zentner, a Managing Director and Chief U.S. Economist for Morgan Stanley. She is also the chair of SIFMA’s Economic Advisory Roundtable.
A report by Cerulli Associates says wealthy American investors, as well as their next-gen successors, are considering ESG investing.
High net worth (HNW) investors in the US are increasingly gravitating towards environmental – social – governance (ESG) investment strategies, says Cerulli in their new report.
Invesco presented its study of 139 sovereign wealth funds at Investment Magazine’s Fiduciary Investors Symposium. The Invesco Global Sovereign Asset Management Study 2019 shows these investors raised allocations to fixed income and alternative investments during 2019.
However, they reduced their exposure to listed equities.
Natixis Investment Managers commissioned a survey of 200 Chief Investment Officers (CIOs) at insurers in Asia, Europe, and North America. Nearly 75% said that it was essential to include alternative investments in their portfolios.
Their view emerged from current trends that make it very difficult for the CIOs to earn alpha.
A study commissioned by IndexIQ reveals that there could be a surge in institutional interest in liquid alternative ETFs. This trend could push up their assets to $114 billion, or double their current value, in the coming 12 months.
Brookfield Asset Management held its Investor Day recently. Management made a few things very clear.
First, if interest rates remain low, investors will have no alternative except alternative investments.
“What’s Next? Investment Trends for the Future” – A New Study Gauges the Institutional View Three Decades Into the Future
The poll explores institutional investors’ sentiment and allocations regarding the dominant economic trends in the global economy.
Investcorp, a leading global provider and manager of alternative investment products, conducted the new study. It showed that 78% of respondents were very confident that an aging population would be the most important trend over the next thirty years.