Market Data Vendors Raise Prices Aggressively in 2023
Latest Substantive Research analysis reveals opacity in pricing and price rises far above inflation in market data despite impending FCA Review * (not including year-on-year inflation increases within a multi year contract). London, 25 October 2023: Substantive Research, the research discovery and research spend analytics provider for the buy side, today publishes its latest analysis […]
Your Investment Themes: The global sovereign debt bubble is popping, and what can be done to reinflate it
Disclaimer: The following content is an archive of Substantive Research Discovery Trending Themes, as delivered as weekly insights to our paid subscribers. Links to gated content have been removed. Forest For The Trees: The global sovereign debt bubble is popping due to the convexity of net effective UST supplies (October 3) For more than 2-years Luke […]
Your Investment Themes: Markets at a defining moment (technically), US Treasuries on shaky ground
Disclaimer: The following content is an archive of Substantive Research Discovery Trending Themes, as delivered as weekly insights to our paid subscribers. Links to gated content have been removed. The technical cross asset setup: Macro Risk Advisors: The Navigator – market strategy & technical analysis, Markets at a defining moment (October 5) A defining moment is […]
Your Investment Themes: Chips wars, China solar, PDD, China e-comm logistics, Baidu, EC Healthcare
Disclaimer: The following content is an archive of Substantive Research Discovery Trending Themes, as delivered as weekly insights to our paid subscribers. Links to gated content have been removed. TS Lombard: US China – Chip war: growing cracks (October 3) The Biden administration is expected to introduce tougher final rules for chip exports this fall, following […]
Unbundling Uncovered On Demand 10th November 2023
Unbundling Uncovered London – on demand Welcome: Mike Carrodus, Chief Executive Officer Fireside with Rachel Kent, Chair, UK Investment Research Review Rachel is a senior partner in the financial services regulatory team at Hogan Lovells, and in March 2023 was appointed by the Treasury to lead the UK’s Investment Research Review. She published […]
Your Investment Themes: AI superpowers, Bearish rates, rates vol as a macro driver, Global savings deficits (part 2), Long-term returns, Oil
Disclaimer: The following content is an archive of Substantive Research Discovery Trending Themes, as delivered as weekly insights to our paid subscribers. Links to gated content have been removed. CLSA: AI superpowers; China’s an under estimated force (September 2023) ChatGPT has sparked a global AI race with lucrative potential, according to this 172-page report from CLSA. […]
Your Investment Themes: China gaming, Investor positioning in Asia, Taiwan dual listings, China/Commodity dicotomy, Green metals
Disclaimer: The following content is an archive of Substantive Research Discovery Trending Themes, as delivered as weekly insights to our paid subscribers. Links to gated content have been removed. Blue Lotus Research: Game cannot break the tie of hardware but AI can (September 14) Power, instead of computing, is now the bottleneck of games on mobile, […]
Investment research budgets slide again despite imminent rebundling freedoms
London, 21 September 2023: Substantive Research, the research discovery and research spend analytics provider for the buy side, today published headline conclusions on the current state of broker research pricing, supply and market share. Background The UK’s Investment Research Review has inspired hopes that “rebundling” of research and execution next year could reverse the post-MiFID […]
Your Investment Themes: Equity regime shift, Asset allocation, global debt and savings, China and AI
Disclaimer: The following content is an archive of Substantive Research Discovery Trending Themes, as delivered as weekly insights to our paid subscribers. Links to gated content have been removed. Equities: Quant Insight: Credit > Inflation. Regime shift for US equities? (Sept 12) In some quarters, there are arguments that the inflation debate is losing significance. The […]
Your Investment Themes: Equity regime change, credit, BoJ timing, Petrodollar, Fiscal dominance, Copper, Steel and Ags
Disclaimer: The following content is an archive of Substantive Research Discovery Trending Themes, as delivered as weekly insights to our paid subscribers. Links to gated content have been removed. Quant Insight: Credit > Inflation. Regime shift for US equities? (Sept 12) In some quarters, there are arguments that the inflation debate is losing significance. The bigger […]
