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5i Research Blog

Jan 20, 2017 5 from 5i: A World Without Cash

By Michael

Its inauguration day. Donald Trump is officially President of the United States and markets have been relatively quiet. On Thursday, the Dow marked its fifth-straight day of losses, as investors stayed away from making bets ahead of the inauguration. In Canada, The Starwood Capital Group announced plans to acquire Milestone Apartments REIT (MST.UN) for US $16.15 per unit in cash and representing an aggregate transaction value of ~US$2.85B. Stella-Jones (SJ) plunged on lower guidance after warning of lower profit and revenue. Canadian Pacific Railway (CP) rallied a day after saying its CEO, Hunter Harrison, would leave five months earlier than originally expected. Here are five stories we found interesting this week: 

  1. How a cashless society would affect interest rates and your bank account.
  2. Understand FED Dot Plots and what to expect from Janet Yellen in 2017.
  3. Where does the current bond market stand against 800 years of data?
  4. Grey areas of the "fiduciary rule" and what can be done about them. (US specific, but expect this topic to gain steam in Canada over the next year or two)
  5. An argument that emerging markets should not be a core portfolio holding.

ICYMI, Peter Hodson was on BNN Market Call.

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