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Takeaways from Las Vegas S/F Rental REIT Meetings
We recently visited Las Vegas, meeting with AMH & SFR and have come back with some key takeaways
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Category: research Research
The Next Phase of Price's War on the ACA? Bundles Delayed
This afternoon CMS published an Interim Final Rule in the Federal Register that further delays the effective and implementation dates of three key expansions of the bundled payments pilots
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Category: market-trends Market Trends
The View from Treasury: Corporate Corner Q&A with Tom Harding
Tom Harding has held a number of senior Treasury department positions at several Fortune 500 companies and brings a wealth of knowledge and experience in wrestling with some of the most important corporate finance and capital structure issues of the day
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Category: research Research
China Economics: 2017 National People’s Congress Work Report Highlights
Delivered at the opening ceremony of the National People’s Congress, Premier Li’s government work report outlined China’s economic policy for the year ahead
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UC Irvine Recap: The Price of Trump
The UC Irvine HC Forecast Conference is usually a must-attend event for us, but this year even more so
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Category: market-trends Market Trends
The Digital Payments Revolution: What are the Key Questions for Payment Professionals?
More than 420 billion non-cash payments are expected to have been made in 2015 representing a 10 per cent increase on the 387.3 billion in 2014, according to the 2016 World Payments Report by Cap Gemini and BNP Paribas
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Sector by Sector: Mizuho's Key Themes for Investors in 2017
With the first quarter of the year well in motion, it is no surprise that policy, market conditions and technology disruption are affecting a variety of industries, as well as overall investor sentiment.
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Category: research Research
What is China’s Trump Card in a Trade War?
On 10 February, US President Donald Trump had a telephone conversation with Chinese leader Xi Jinping
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Category: market-trends Market Trends
The Trump Reflation Trade in Doubt
The USD has experienced a period of consolidation since the beginning of the year with the DXY index losing nearly 3% of its value