Пролистал на досуге отчет GS «Where to invest», нашёл несколько очень крутых графиков. Stay tuned. (Обожаю эту фразу, да).
Собственно, обещанная выжимка из отчёта GS и, по совместительству, большой выпуск #неблокчейн_chart. Все картинки, конечно, кликабельны, под каждой короткий комментарий.
У технологических компаний самый большой overseas cash-pile (633 миллиарда долларов), в разы превышающий ближайшего преследователя - healthcare.
Классные графики от Visual Capitalist: самые дорогие бренды в мире и лучшие работодатели. Пересечений очень, очень мало.
Выводы делайте сами :)
Выводы делайте сами :)
Греческий контрабасист Петрос Клампанис и его группа.
Джаз нигде и никогда не бывает лишним - тем более, на канале #неблокчейн.
https://www.youtube.com/watch?v=zIwREs0dN4Q
Джаз нигде и никогда не бывает лишним - тем более, на канале #неблокчейн.
https://www.youtube.com/watch?v=zIwREs0dN4Q
YouTube
MINOR DISPUTE | Petros Klampanis group
Listen to all Petros' albums: https://bit.ly/PKBandCamp
From the album MINOR DISPUTE by Inner Circle Music, Cristal Records, and EMI/Universal.
Written by © Petros Klampanis
Produced and arranged by Petros Klampanis
Executive Producer Saito Tacuma
PERSONNEL…
From the album MINOR DISPUTE by Inner Circle Music, Cristal Records, and EMI/Universal.
Written by © Petros Klampanis
Produced and arranged by Petros Klampanis
Executive Producer Saito Tacuma
PERSONNEL…
https://www.nytimes.com/2018/01/31/business/dealbook/xerox-fujifilm.html
Xerox на неделе анонсировал конец самостоятельного существования компании.
Xerox на неделе анонсировал конец самостоятельного существования компании.
Суверенные фонды и пенсионное финансирование as it should be here.
Интервью McKinsey с директором New Zealand Super Fund (USD 24 bln. AUM, 15% return p.a.).
Любимые моменты:
▪️Our mandate is intergenerational: our stated purpose is to prefund the cost of superannuation in order to reduce the burden on future taxpayers. The fund is not used for current pension expenses, and we won’t start making payments until mid-2030s.
▪️The board is well removed from the fund’s owner—the New Zealand government—so it has operational independence very similar to that of a central bank.
▪️Currently, we’re all in one place and effectively almost all on one floor. Everyone knows everything, which is incredibly powerful. It allows us to move very fast, and there are no industry or sector or regional disputes. We’re all focused on the single return of the fund. Individuals don’t have benchmarks for a sector or a country. So we have a single-fund, whole-fund culture.
▪️I believe the next ten years of our fund will be about our use of technology and knowledge management. That will be a defining feature.
https://www.mckinsey.com/industries/private-equity-and-principal-investors/our-insights/sovereign-wealth-funds-the-future-is-collaborative
Интервью McKinsey с директором New Zealand Super Fund (USD 24 bln. AUM, 15% return p.a.).
Любимые моменты:
▪️Our mandate is intergenerational: our stated purpose is to prefund the cost of superannuation in order to reduce the burden on future taxpayers. The fund is not used for current pension expenses, and we won’t start making payments until mid-2030s.
▪️The board is well removed from the fund’s owner—the New Zealand government—so it has operational independence very similar to that of a central bank.
▪️Currently, we’re all in one place and effectively almost all on one floor. Everyone knows everything, which is incredibly powerful. It allows us to move very fast, and there are no industry or sector or regional disputes. We’re all focused on the single return of the fund. Individuals don’t have benchmarks for a sector or a country. So we have a single-fund, whole-fund culture.
▪️I believe the next ten years of our fund will be about our use of technology and knowledge management. That will be a defining feature.
https://www.mckinsey.com/industries/private-equity-and-principal-investors/our-insights/sovereign-wealth-funds-the-future-is-collaborative
McKinsey & Company
Sovereign-wealth funds and pensions: The future is collaborative
New Zealand Super Fund CEO Adrian Orr discusses thematic investing, innovation, and why it pays to be true to foundational principles.