Category Archives: equities

Leon’s Musings – perceptions – shadows – exchange glitches

Posted on 7 February 2012 by

Perceptions Asian stock markets have historically been more about capital appreciation than a yield play with Asian companies very reluctant to return money back to their shareholders in the form of dividends, however if you look at the numbers it … Continue reading →

Posted in corporate activity, equities, exchanges, Leon's Musings, markets, regulators, stockbroking | Tagged , | 1 Comment

Leon’s Musings – lights out – double up – passing the baton

Posted on 6 February 2012 by

Lights out The tide will turn at some stage but at present both buy and sell-sides continue to struggle. Brokers are complaining about the ‘pathetic’ volumes and some buy-side firms are considering shuttering up. I was talking to one hedge … Continue reading →

Posted in currencies, economics, equities, fixed interest, fund managers, hedge funds, Leon's Musings, markets, stockbroking | Tagged , | Leave a comment

Leon’s Musings – global size – asset allocation – automation

Posted on 2 February 2012 by

Global size Despite what you may think, a recent report by Towers Watson has found that pension assets (AUM) in 13 major markets reached a new high of $28 trillion in 2011 which is up 4% over 2010. In 2001 … Continue reading →

Posted in algo trading, equities, fund managers, Leon's Musings, markets, stockbroking, technology, vendors | Tagged , | Leave a comment