Financial Markets
In this editorial, QBR Finance Editor Reed Allen explores Japan’s unconventional monetary policy and its profound impact on global markets. Tracing the Bank of Japan's journey from zero interest rates to negative rates and yield curve control, this article analyzes the ripple effects of Japan’s recent rate hikes and the unwinding of the carry trade. As the central bank navigates normalization under Kazuo Ueda, there are profound implications for Japan’s stagnating economy, volatile yen, and global financial interconnectedness. Could this be the dawn of a new era for Japan's financial strategy?
In this latest editorial, QBR Senior Finance Editor Chanelle Cai explores the potential of impact investing to create meaningful social and environmental change while also generating financial returns. Drawing on insightful statistics and real-world examples, Cai challenges the misconception that investors must choose between either profit or positive impact. She breaks down the key principles of impact investing, such as intentionality and rigorous impact measurement, urging future business leaders to rethink traditional investment strategies. This piece inspires readers to take action, highlighting the power of thoughtful, intentional investments to drive both financial success and lasting change.
In our latest editorial, QBR Finance Editor Aaron Black explores the Great Wealth Transfer, a historic $84 trillion shift in assets from Baby Boomers to younger generations over the next two decades. This article delves into the challenges facing heirs, including financial illiteracy, changing investment priorities, and the lack of estate planning. While younger generations stand to inherit vast fortunes, Black emphasizes the importance of early financial education and thoughtful estate planning to ensure this transition is successful. As families prepare for this generational wealth shift, the article encourages proactive measures to navigate the complexities of managing new wealth.
In this editorial, QBR Finance Editor Reed Allen explores Japan’s unconventional monetary policy and its profound impact on global markets. Tracing the Bank of Japan's journey from zero interest rates to negative rates and yield curve control, this article analyzes the ripple effects of Japan’s recent rate hikes and the unwinding of the carry trade. As the central bank navigates normalization under Kazuo Ueda, there are profound implications for Japan’s stagnating economy, volatile yen, and global financial interconnectedness. Could this be the dawn of a new era for Japan's financial strategy?
In this latest editorial, QBR Senior Finance Editor Chanelle Cai explores the potential of impact investing to create meaningful social and environmental change while also generating financial returns. Drawing on insightful statistics and real-world examples, Cai challenges the misconception that investors must choose between either profit or positive impact. She breaks down the key principles of impact investing, such as intentionality and rigorous impact measurement, urging future business leaders to rethink traditional investment strategies. This piece inspires readers to take action, highlighting the power of thoughtful, intentional investments to drive both financial success and lasting change.
In this editorial, Queen’s Business Review’s Financial Markets Editor Ethan Chan delves into the paradoxical role of the coca leaf in South American economies. Once a revered traditional crop, it now straddles both legal and illegal markets, shaping economic policies and inflation while fueling the global drug trade. As legal uses expand, the coca leaf’s potential to transform rural economies offers a glimpse into the future of South American financial markets.
QBR Editor Aaron Black explores how SVB’s collapse in 2023 shook the venture debt market and created a large void in the early-stage lending ecosystem. Though non-bank lenders swiftly capitalized on the opportunity, traditional banks re-entered the scene, fostering a balanced coexistence in the market. The question emerged: would there ever be a new SVB? Now, over a year following the collapse, the answer seems unlikely, but only time will tell.
In this new article, QBR Editor Ethan Chan examines the productivity of ESG (Environmental, Social, and Governance) funds, providing a comprehensive analysis of their financial performance and impact. It aims to explore the background and context of ESG investing, present arguments and content regarding their effectiveness, and finally, conclude with insights into the value and future potential of these funds.
Discussing the influence of AI in different financial markets, Reed Allen compares the preceding dot-com bubble to the current AI boom. The article outlines how established tech giants are driving AI growth with diverse revenue streams, suggesting a more stable and sustainable market, unlike the dot-com era.
In our latest editorial, QBR Senior Finance Editor Ben Kavanagh unveils the transformative power of intentional living. Through personal anecdotes and a deep dive into self-help wisdom, Kavanagh challenges the notion that busyness equals success, advocating instead for a life led with purpose. He explores the significance of swift decision-making, the resilience found in embracing failure, and the strategic alignment of one's efforts with innate strengths. Highlighting the importance of community and genuine self-reflection, this piece encourages readers to step off autopilot and navigate towards a fulfilling, consciously chosen path.
In our latest finance editorial, QBR Editor Petar Mijacevic delves into the Bank of Canada's method for measuring inflation in housing, and how it has produced a disconnect between reporting housing inflation and the actual rise in housing costs for new and prospective Canadian homeowners and renters. Through the lens of the current inflationary and high interest rate environment, Mijacevic discusses how this has affected the Bank of Canada's monetary policy decisions and how to move forward in measuring housing inflation.
In our latest editorial, QBR Editor Evan Marriott delves into the unexpected wisdom found within the iconic game of Monopoly, revealing its hidden lessons on investment and economics. Marriott uncovers how this beloved board game mirrors real-world financial strategies, teaching players about diversification, liquidity, risk management, and the importance of strategic planning. Through the game's simulated property market, players experience firsthand the principles of asset allocation and the balancing act between aggressive investment and financial prudence. Marriott articulates how Monopoly’s gameplay, from managing a portfolio of properties to navigating economic shifts, serves as a metaphor for the broader financial markets, offering insights into managing investments and understanding economic dynamics.
In this editorial piece, QBR Editor, Chanelle Cai, aims to evaluate the competitive landscape between Tesla and BYD and to make a deterministic conclusion on the champion of the industry going forward. Through this side-by-side comparison, light will be shed on the race to global EV dominance, illuminating a clearer path towards the future of transportation.
In our latest finance editorial, QBR Editor Petar Mijacevic delves deep into the world of private credit, an industry that has skyrocketed from $100B to a whopping $1.5T. Through the lens of post-2008 regulations, Mijacevic sheds light on why this alternative asset class is reshaping today's financial landscape and what it means for the future.
In this second installment, QBR Senior Finance Editor Benjamin Kavanagh remains your trusted guide, just as in Part 1. Our mission remains clear: to simplify financial statement analysis, focusing on the Form 10-K, and provide a practical framework for efficient analysis, recognizing the challenge of time constraints.
In our latest editorial piece, QBR Editor Evan Marriott, looks to decode the intricate world of credit cards through exploring the various types available, emphasizing the importance of credit scores and the factors that influence them, along with highlighting the potential pitfalls associated with their misuse.
This editorial, from Editor Petar Mijacevic, provides a breakdown on how Western investors have underallocated investments to the Middle East according to asset allocation models, and how shifts in its business environment, powerful sovereign wealth funds, and long-term investment catalysts may transform the region into a tech powerhouse.
An entry-level probe into corporate & financial statement analysis, specifically the Form 10-K.
An exploration of China's ascension from rags to riches by dissecting its unprecedented economic evolution and the vital role that the country now holds both presently and in the foreseeable future, as it continues to influence the global economic landscape.
Explore potential avenues to understanding the housing crisis, its far-reaching consequences on the lives of young individuals, and explore potential avenues to weather the storm.
As far as Hollywood is concerned, finance professionals will always be the blind leading the blind, despite undeniable levels of progress in creating a more efficient, honest, and meritocratic workplace.
Overall, major venture capital firms are industry leaders for a reason — they are some of the most sophisticated and successful investors in the world. Following their investments often makes sense, and to a certain extent, they deserve the “premium” that they warrant, but when the party stops, there can be serious consequences.
In a time where political tensions have resulted in bolstered protectionism and decreased globalization, the effects of a strong dollar only contribute towards a downward trend in global trade. Nations, trade associations, and heads of state must prioritize foreign transactions and discourage barrier retaliation for the continued liberation of global markets.
Right now, travelling is more popular than ever, as many have learned to prioritize experiences over tangible goods in the post-pandemic environment. This begs the question, should individuals get in the front seat and invest in airlines, or simply sit back and watch them take off?
As the search for liquidity beats on and de-risking opportunities are limited in prevailing financial turmoil, the secondaries market for institutional capital is patiently waiting in the gates—as they know they have backed a winning horse in continuation funds as the special-purpose vehicle of the future.
Moreover, underwhelming risk-adjusted returns in recent years brings the question to light: if the 60-40 is a strategy of the past, what is the strategy of the future? No answer is correct, as no one can predict what will happen tomorrow, let alone 5, 10, or 20 years down the line. There are many interesting strategies that investors new and old alike are implementing - with the highest returns likely coming from a mix between many of them.
Auditors aid in building confidence and trust in our financial markets. Their vetting of companies brings validity and integrity to the information millions trust daily when making critical, potentially life-changing decisions within their investments and finances. Decisions which on a lower scale, can determine the fate of a college fund, down payment for a home, or financial independence.
Widespread concerns about a recession could be amplifying existing bearish market characteristics through a self-fulfilling prophecy and social stigma. This article considers both arguments, adding impartiality and context to the glaring news headlines in the public eye.
QBR sits down with QWI co-founders Helen Wong and Tina Huang to learn about their ambitions and hopes for the club going into its second year
The breakthrough of non-fungible tokens within the crypto investing landscape, while new and material, holds serious questions over the viability of the products and their purchases.
A conversation on sustainable practices in the investment process
In our latest editorial, QBR Finance Editor Aaron Black explores the Great Wealth Transfer, a historic $84 trillion shift in assets from Baby Boomers to younger generations over the next two decades. This article delves into the challenges facing heirs, including financial illiteracy, changing investment priorities, and the lack of estate planning. While younger generations stand to inherit vast fortunes, Black emphasizes the importance of early financial education and thoughtful estate planning to ensure this transition is successful. As families prepare for this generational wealth shift, the article encourages proactive measures to navigate the complexities of managing new wealth.