” Give me six hours to chop a tree and I will spend the first four sharpening the axe” Abraham Lincoln

When it comes to staying in good health as well as keeping up to date with financial markets it is important to have a consistent and constant exercise routine. To help you build this routine, I would like to share a couple of publications that recently caught my attention. Here is the list of papers that I am reading this quarter.

The state of global trade tariffs in 6 charts

Global trade tensions are on the rise. The current US president is hard to predict.  And while much of the attention has centered on a series of retaliatory tariffs between the United States and China, trade disputes with European and North American allies also have strained traditionally friendly relationships. Investors should avoid putting too much emphasis on the short-term noise of daily trade rhetoric, but the eventual outcome likely will have economic, investment and political implications across the globe. To provide guidance on a complicated and rapidly changing situation, Capital Group’s investment team selected six charts that highlight a key takeaway for the current state of global trade.

A framework for analyzing multi-factor funds

The number of equity multi-factor funds has boomed over the last couple of years. In this paper, Morningstar presents a framework to help investors better understand these funds’ approaches to portfolio construction and set realistic expectations. To bring this framework to life, they apply it to a selection of multi-factor funds in a series of fund profiles.

10 years after: a changed world for financials?

Incredibly interesting read. This paper reminds me how the city of London looked when I first went there for a summer job in 2008.  Axioma examines U.S. financial stocks pre- and post-financial crisis. The 10th year after the Lehman failure is a good time to reflect and bring out important insights and perspective.

Investment outlook for Q4 by Fidelity International

Fidelity International’s multi-asset outlook examines the uncharted path ahead for global markets as well as the present macroeconomic environment. Just how much room is left on the runway as we forge ahead into Q4? Brilliant paper for professional investors by one of the most reputable investment houses.

The future of sustainable investment in Europe and beyond

I personally care about the environment. I am also convinced that it is our own responsibility to make sure it is preserved and eventually better for the future generations. Europe has long been a hub of sustainable finance. A 2018 package of reforms proposed by the European Commission (EC) marks a new milestone for the industry. These legislative proposals could generate ample growth for investors and asset managers as the EC aims to realign interests across the investment life cycle.  State Street has done a very good job getting a bunch of experts on a round table.

Last couple of words

I hope I will find some more interesting staff that can be shared. Really, keen to learn what are you reading. Also, please note that the content curated above is outside of the MIFID II scope and it should not solicit any investment decisions. It is all freely available online. Thanks for reading and let me know what you think.

About the Author:

Boris Grozev is a seasoned fintech executive. Entrepreneur by heart Boris has helped number of businesses to create and implement business development and product strategies. His advisory work in Emerging and Frontier markets has promoted culture and technology change, fostered innovation and lead to tangible results. He invests in variety of asset classes. Boris is a fast learner, whose leadership abilities, ambition, stamina, passion to succeed and attitude naturally spread to others helping to achieve common goals.



Boris is a financial professional fascinated with new technology, investor and a highly energetic individual with proven track record of overachieving extended sales and product delivery targets both as an individual as well as managing teams.

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