Month: November 2015

The economic impact of “Paris”

paris-clouded-skylineTop of mind with OpinioPro users last week were the terrorist attacks in Paris.

Barclays and Blackrock have an opposite view on the impact of the events.

Barclays:

 “The calm response of equity markets to the atrocities in Paris last weekend illustrate a point that we have made several times over the last few years – capital markets are capable of being totally indifferent to human suffering, particularly if the economic cost is suspected to be minimal”

BlackRock:

“The ramifications of these horrific events are likely to be significant and long-lasting. We share some insights in this note on how we think this tragedy might affect politics, policy and markets”

But off course this tragedy was mentioned by a lot of market watchers. Here you can find a complete overview.

 

 

The story of an asset management firm

story of an asset management firm

Once upon a time there was an asset management firm.
Every day they received many e-mails with pdf’s of, and links to, investment research.
One day an investment manager quickly scanned through the e-mails, but because he had no time to download and read all the reports, some interesting research ended up in the trash bin.

Because of that he missed some really interesting research.

Because of that the asset management firm failed to act on an investment opportunity.
Until finallythe firm decided to start using the customized research notifications of OpinioPro. Now they never missed interesting investment research.

Highlight New Documents

As of today we have an exciting new feature. The header of new documents (that is new for you, not for the rest us) will be highlighted in blue. This will make it easier to spot…. new documents.

Be aware that on OpinioPro documents are shown in the order of the original publication date. Since most documents will be available on OpinioPro a few days later, it can pay off to scroll through the research reports and look for new ones.

blue highlight
New Research Reports Highlighted in Blue

 

Save Queries and set e-mail Alerts

A great way to never miss a research report of your interest is to save a query and set an e-mail alert.

Save a Query

If you are satisfied with a certain query you can save the query for future use with the purple “Save Query” button at the bottom of the search block. By means of a pop up window you will be asked to give the query a name. Your query will appear in the “Saved Queries” drop down box (left hand top menu).

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Save Query Button
menu saved queries
Top Menu : Saved Queries

Manage Saved Queries

Saved Queries can be managed through the “Manage Queries” option, which can be found at the bottom of the “Saved Queries” dropdown box. In this menu you can give the Query another name and delete the query.

Set E-mail Alerts

You can set an alert for any query by clicking the “receive notification” box in the “Manage Queries” Menu. Twice a day e-mail alerts are sent, but only if the query returns a result for newly published research reports.

Add documents to Reading List

You can add a document to your reading list by clicking the “open (white) bookmark” icon  which is shown at the top left corner of each research report.

open bookmark

You can remove a document to your reading list by cliking the “closed (yellow) bookmark” icon which is shown at the top left corner of each research report.

bookmark

You can view all docs in your reading list, as shown in the Left hand top menu.

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Top Menu: Reading List

Search Like a Pro

Of course you can just type a few words in the search box and see what documents turn up. But to really unlock the power of OpinioPro it pays off to get yourself acquainted with the powerful search engine. Don’t search like an amateur, search like a Pro!

1) Terms & Phrases

There are two types of terms: Single Terms and Phrases.

A Single Term is a single word such as ‘emerging‘ or ‘markets‘.

A Phrase is a group of words surrounded by double quotes such as “emerging markets”.

2) Proximity Searches

OpinioPro supports finding words within a specific distance away. To do a proximity search use the tilde, “~”, symbol at the end of a Phrase.

By limiting search results to only include matches where the words are within the specified maximum proximity, or distance, the search results are assumed to be of higher relevance than the matches where the words are scattered.

For example to search for “ecb” and “rates” within 10 words of each other in a document use the search:

“ecb rates”~10

To search for “ecb” and “rates” and “fed” within 20 words of each other in a document use the search:

“ecb rates fed”~20

The Proximity Search is a very powerful search tool, be sure to use it!

3) Combining terms & phrases (OR, AND, NOT)

OpinioPro allows terms & phrases to be combined through logic operators. OR, AND , NOT should be written in CAPITAL letters!

The OR operator is the default conjunction operator. This means that if there is no operator between two terms or phrases, the OR operator is used. The OR operator links two terms and finds a matching document if either of the terms exist in a document.

To search for documents that contain either ‘ecb’ or just ‘fed’ use the query:

ecb fed

OR

ecb OR fed

To search for documents that contain either “asset allocation” or just “emerging markets” use the query:

asset allocation” “emerging markets”

or

“asset allocation” OR “emerging markets”

AND

The AND operator matches documents where both terms exist anywhere in the text of a single document.

To search for documents that contain ‘ecb’ and ‘fed’ use the query:

ecb AND fed

To search for documents that contain  “asset allocation” and “emerging markets” use the query:

“asset allocation” AND “emerging markets”

NOT

The NOT operator excludes documents that contain the term after NOT.

To search for documents that contain ‘ecb’ but not ‘fed’ use the query:

ecb NOT fed

To search for documents that contain  “asset allocation” but not “emerging markets” use the query:

“asset allocation” NOT “emerging markets”

4) Grouping

OpinioPro supports using parentheses () to group clauses to form sub queries. This can be very useful if you want to control the boolean logic for a query. To search for either “ecb” or “fed” and “rates” use the query:

(ecb OR fed) AND rates

This eliminates any confusion and makes sure you that “rates” must exist and either term “ecb” or “fed” may exist.

5) Wildcard Searches

OpinioPro supports single and multiple character wildcard searches within single terms (not within phrase queries).

  • To perform a single character wildcard search use the ‘?’ symbol.
  • To perform a multiple character wildcard search use the ‘*’ symbol

You can use Wildcard searches in the middle or at the end of a term.

e.g.

f?d

will give a search result like “fed”

f*d

will give search results like “fed” , “fixed” etc.

ec?

will give a search results like “ECB” or “ECJ”

ec*

will give a search results like “economy” , “ecb” etc

6) Fuzzy Searches

OpinioPro supports fuzzy searches based on the Levenshtein Distance, or Edit Distance algorithm. To do a fuzzy search use the tilde, “~”, symbol at the end of a Single word Term. For example to search for a term similar in spelling to “roam” use the fuzzy search:

roam~

This search will find terms like foam and roams.

An additional (optional) parameter can specify the required similarity. The value is between 0 and 1, with a value closer to 1 only terms with a higher similarity will be matched. For example:

roam~0.8

The default that is used if the parameter is not given is 0.5.