The Rising Tide

A blog by the Independent Research Provider (IRP) community & Smartkarma. Bringing a fresh perspective to changes in the asset management research industry.
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Latest Posts

Spotify’s IPO & Direct Listing on the NYSE, will Uber and Airbnb be next?

  Spotify’s IPO & Direct Listing on the NYSE, will Uber and Airbnb be next? Written by Toh Zhen Zhou IPO & Placements Specialist, Smartkarma Read more of Zhen Zhou’s work by clicking here! The announcement of Spotify’s direct listing on NYSE on the 3rd of January 2018 has sent Wall Street into a flurry […]

Why Coverage isn’t the only measure of research depth.

  Why Coverage isn’t the only measure of research depth. Written by Mark Artherton Senior Content Strategist, Smartkarma Read more of Mark’s work by clicking here! What is your coverage?  This question gets asked a lot about investment research.  It’s a quick and easy way to figure out the resources that a supplier of research wields.  […]

Has Passive Investing Peaked?

  Has Passive Investing Peaked? Written by Warren Yeh Head of US, Smartkarma The first book I ever read on investing was Burton Malkiel’s “A Random Walk Down Wall Street”, originally published in 1973 and considered by many to be the Bible of passive investing.  By the time I read it in the early 80’s, […]

Singapore Must Think like a Platform to Thrive as a Digital Hub

    Singapore Must Think like a Platform to Thrive as a Digital Hub Co-written by Tan Chin Hwee CFA, CA CEO-Asia Pacific, Trafigura Tan Chin Hwee and Sangeet Paul Choudary For The Straits Times With physical trade possibly declining, Singapore can expand and license its digital trade platform to global users. It can become […]

How Does Liquidity Affect Asset Markets?

How Does Liquidity Affect Asset Markets? by Michael J. Howell Managing Director, Crossborder Capital Read more of Michael’s work on Smartkarma! Explaining the CrossBorder Capital Liquidity (Flow of Funds) Model The recent injection of nearly US$10 trillion of Central Bank ‘quantitative easing’ evidences the importance of liquidity to investment valuations, such as bond yields, stock markets […]

Hello Robo-Analyst!

  Hello Robo-Analyst by Winnie Wong – Healthcare Specialist, Australia Posted on Smartkarma on 12th January 2018 Read more of Winnie’s work by clicking here!   Happy New Year.  The start of the year is always a good time to make predictions.  Here is mine. Will the future of equity research be like this: Me (speaking […]

Sell Side Are From Mars, Buy Side Are From Venus

  Sell Side Are From Mars, Buy Side Are From Venus by Mark Artherton – Senior Content Strategist, Smartkarma Posted on Smartkarma on 15th December 2017 Read more of Mark’s work by clicking here! I really enjoyed reading Douglas Kim’s Confessions of an Independent Research Analyst – though in the UK ‘Confessions…’ are more linked to a series […]

Confessions of a Shipping Analyst: Voyage of the Damned, Asian Equity Research Version

  Confessions of a Shipping Analyst: Voyage of the Damned, Asian Equity Research Version by Daniel Hellberg Independent insight posted to Smartkarma 22nd November 2017 Read more of Daniel’s work by clicking here!   At the risk of making Smartkarma (SMARTKARMA SP) seem like a New Orleans confessional the day after Mardi Gras, here’s another analyst ‘confession’ […]

Institutionalised Quirks for Analysts to Ponder

  Institutionalised Quirks for Analysts to Ponder by Nandini Vijayaraghavan, CFA – Finsights Research Independent insight posted on Smartkarma 21st November 2017 Read more of Nandini’s work by clicking here!   Blessed are those who can laugh at themselves, for they shall never cease to be amused. As an analyst, five analytical practices that are […]

The Profits (And Perils) Of Independent Large Cap Research

  The Profits (And Perils) Of Independent Large Cap Research by Hemindra Hazari Independent insight published on Smartkarma 17th November 2017 Read more of Hemindra’s work by clicking here!   True, the field is crowded, and fresh insights are hard to come by. Still, contrary to Douglas Kim’s argument, it’s not mid-caps, but large-caps, that […]

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