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

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 […]

How Independent Research Can Add Depth to Valuations in High Visibility Sectors like Casinos

  How Independent Research Can Add Depth to Valuations in High Visibility Sectors like Casinos by Howard J Klein Independent insight posted on Smartkarma 14th November 2017 Read more of Howard’s work by clicking here!   Investors in this expanding sector are deluged with me-too analytics that can often inhibit, rather than illuminate the road […]

Confessions of an Independent Research Analyst

  Confessions of an Independent Analyst by Douglas Kim Independent insight published on Smartkarma 10th November 2017 Read more of Douglas’ work by clicking here!   This is a follow-up to my report Independent Research in Asia 2.0. I borrowed the title from a memorable book called Confessions of an Economic Hit Man written by John Perkins. The […]

Terminating Analysts: The Rise of the Machines

  Terminating Analysts: The Rise of the Machines by Mark Artherton – Founder & CEO of LR Investment Services Posted on Smartkarma as an independent insight on 3rd November 2017 Read more of Mark’s work by clicking here!   Independent Research was meant to be the future, MIFID II, scaling problems and tech trends may mean […]

Monetization Models for Digital Content

  Monetization Models for Digital Content by Valerie Law, CFA Independent insight posted on Smartkarma 1st November 2017 Read more of Valerie’s work by clicking here!   Ever since the rise of the online media industry and increasing pace of content digitization, traditional content creators, owners, and distributors have faced disruptions and declining revenues. Now, they are finding […]

Independent Research in Asia 2.0

  Independent Research in Asia 2.0 by Douglas Kim Published on Smartkarma as an independent insight on the 25th October 2017 Read more of Douglas’ work by clicking here!   This is a follow-up report of Mark Artherton‘s note The Future of Investment Research. The implementation of MiFID II is less than three months away and there are great changes that […]

The Future of Research

  The Future of Research by Mark Artherton – Founder & CEO of LR Investment Services Posted on Smartkarma as an independent insight on 19th October 2017 Read more of Mark’s work by clicking here!   I recently attended the opening event for the Smartkarma UK office in Soho, London.  The event was well attended and there […]

Smartkarma Reaches News Heights

The way we work and interact with each other is arguably the most profound revolutionary change any of us will experience in our lifetimes. It promises to reshape cities, transportation systems, communications, entertainment and workplaces.  The seed of this revolution was planted more than 25 years ago now, perhaps when the public first started to […]

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