geminithinking.wordpress.com
Major BUYing opportunity in FX approaching | #Thinkgemini
https://geminithinking.wordpress.com/2014/11/12/major-buying-opportunity-in-fx-approaching
Insights from Gemini's fund partners. Major BUYing opportunity in FX approaching. 12 November 20147, Guest speaker: Scott Gray and Chris Watling. LONG EUR vs. USD. Currency markets are moving rapidly. The Euro is now down almost 12% against the US dollar from its YTD highs set on 8th May 2014. Long-term, there are sound reasons for the Euro to go even lower. However, in the medium term (on a three month view) we are nearing a buying opportunity. What is the message from our extensive suite of models?
geminithinking.wordpress.com
‘New Fund Order: Asset Management War Games’ | #Thinkgemini
https://geminithinking.wordpress.com/2015/07/24/new-fund-order-asset-management-war-games
Insights from Gemini's fund partners. 8216;New Fund Order: Asset Management War Games’. Http:/ www.igniteseurope.com/c/1157743/125003/blackrock with outflows. Meanwhile the industry media has cottoned onto the fact that total ETF assets have now (or will soon) eclipsed the assets of the entire hedge fund industry. This is based on data by ETFGI. Jon “JB” Beckett. July 24, 2015. A rising Sun can be painful if you stare directly at it…. Runners, Riders and Robo-Raters? Leave a Reply Cancel reply.
geminithinking.wordpress.com
Runners, Riders and Robo-Raters? | #Thinkgemini
https://geminithinking.wordpress.com/2015/08/07/runners-riders-and-robo-raters
Insights from Gemini's fund partners. Runners, Riders and Robo-Raters? How much do fund buyers rely on fund ratings? If being flippant I would say ‘horses for courses! Runners and Riders: Picking your horse? More agencies = better analysis? What value is in a fund rating? Should buyers abandon rating agencies altogether? Nov 14, FT Adviser. The line between pay to play and marketing licenses is also a grey one. In a marketing license arrangement the fund managers are invoiced by the agencies for R...
theeic.co.uk
Clients | Elite Investment Communications
http://www.theeic.co.uk/clients
What we do: awards. Our clients range from global asset managers to specialist wealth managers. Our experience and knowledge could benefit your company. This site uses cookies. Please click here. To read our cookie policy. 2014 Elite Investment Communications Telephone:07903 477 801 email: sav@theeic.co.uk. Elite Investment Communications is a trading name which forms part of Rowhill Communications Limited. Rowhill Communications Limited is registered in England and Wales. Company number: 8449420.
geminithinking.wordpress.com
If you can’t explain it simply, you don’t understand it well enough. | #Thinkgemini
https://geminithinking.wordpress.com/2014/10/02/if-you-cant-explain-it-simply-you-dont-understand-it-well-enough
Insights from Gemini's fund partners. If you can’t explain it simply, you don’t understand it well enough. Guest Blogger: Stuart Alexander, Managing Director, Gemini Investment Management. I haven’t a clue but it sounds good and 8% more must be good.mustn’t it? The petrol heads amongst you are probably going puce at my ignorance and immediately understand what the jargon means but the vast majority will not but they will still buy the car why? October 2, 2014. Leave a Reply Cancel reply. Gemini has a cle...
geminithinking.wordpress.com
Scaling up: Are funds becoming too large? | #Thinkgemini
https://geminithinking.wordpress.com/2014/10/23/scaling-up-are-funds-becoming-too-large
Insights from Gemini's fund partners. Scaling up: Are funds becoming too large? 23 October 2014, Guest blogger: Stuart Alexander. As the big continue to get bigger, industry commentators address the issue of whether the rise of super-sized funds is healthy or a hindrance for investors. Big funds can become unwieldy. We do need to look at the way funds are transacted these days. Previously the industry had diversification in the distribution model with 30,000 IFAs buying funds. October 23, 2014. You are c...
geminithinking.wordpress.com
Major buying opportunity in equity markets approaching | #Thinkgemini
https://geminithinking.wordpress.com/2014/10/16/major-buying-opportunity-in-equity-markets-approaching
Insights from Gemini's fund partners. Major buying opportunity in equity markets approaching. 16 October 2014, Guest speaker: Scott Gray and Chris Watling. Markets are moving rapidly. The S&P500, for example, is now down over 7% month to date and approx 9% from its YTD highs set on 18th September. Other indices have suffered more damage (e.g. DAX30 down 10% YTD and over 14% from its YTD highs set on 3rd July 2014). So, are we nearing a medium term buying opportunity? I) On a medium term relative strength...
geminithinking.wordpress.com
A rising Sun can be painful if you stare directly at it….. | #Thinkgemini
https://geminithinking.wordpress.com/2015/07/13/a-rising-sun-can-be-painful-if-you-stare-directly-at-it
Insights from Gemini's fund partners. A rising Sun can be painful if you stare directly at it…. We recently asked our friend and Gemini’s Consulting CIO, Jon “JB” Beckett. To look at the Japanese market and what his thoughts were. Below is an extract of his review. Jon ‘JB’ Beckett, Chartered MCSI, Consulting Chief Investment Officer. What’s new in the Market? Japan – Active versus Passive investing – Rising Sun? Turning then back to the question for Japan which is better: active or passive? July 13, 2015.
geminithinking.wordpress.com
#Thinkgemini | Insights from Gemini's fund partners | Page 2
https://geminithinking.wordpress.com/page/2
Insights from Gemini's fund partners. Is the best Brexit, Status Quo? 12 Gold Bars and Bazookas. Back in the 1970s, Status Quo was one of the loudest heavy rock bands of the time, in stark contrast to the band’s perceived kitsch persona by the mid-1990s. I picked up a vinyl copy of the ’12 Gold Bars’, which was an early 80’s compilation of Quo’s 70’s hit songs. I played it on my turntable and was blown away! In fact much of the 70s was viewed with a harsh nostalgic. A Very Undemocratic Solution? As I sit...
mariana-ip.com
Global Partnerships
http://www.mariana-ip.com/global-partnerships
In addition to a suite of world class service providers, we also have several key partnerships with third party firms that work with us to deliver our investment solutions to clients. Gemini Investment Management Ltd. Mariana Capital Markets LLP. Mariana Capital Markets Asia Ltd. Http:/ www.marianacapital.com. Mariana Investment Partners LLP. Mariana Investment Partners LLP is authorised and regulated by the Financial Conduct Authority (FCA FRN 605552).
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