Company cash
A lot has been said about companies being flush with cash and I’m sure a lot of governments are hoping that confidence will return soon and companies will start to invest again thus taking strains off the public welfare and taxation systems. Just to put it in perspective, in the developed world investment to GDP ratios are at 60 year lows and let’s hope that when corporates do re-invest it won’t create a bubble.
Data vendors
With professional investors consuming as much market data as they can to digest, it seems that market data vendors are readying themselves for battle. Traditionally the two major vendors, Bloomberg and Thomson Reuters have been vying for market share but two new kids on the block, Factset and S&P Capital IQ have been upgrading their offerings and rallying their troops for a battle royal. The question is though will it bring down data prices?
Signing off
This will be my last musings as today is my final day at Comixt. I would like to say a big thank you to all of you for reading my thoughts on the financial markets and the financial technology industry as well as for your comments. I know it’s a difficult market at present but I wish you all happy investing and I’m sure we’ll see each other around the traps!


