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March 2019

Opinion ECB’s decision is likely to extend the period of suffering for European banks

Since the financial crisis, the unwritten rule has been that bad economic news was good news for investors, as central-bank taps likely would be opened. And if a central bank talked more dovishly than expected in a meeting, the markets were quick to react and (...)

March 2019

People Moves Elizabeth Trotta and Adam Watson Are Promoted to Managing Director at Partners Capital

Partners Capital adds to its senior management team with the promotions of Elizabeth Trotta and Adam Watson, from Senior Principal to Managing Director. Together the 15 Partners and 6 Managing Directors, led by Stan Miranda as Founder and CEO, oversee a global team of 160 (...)

March 2019

Opinion The ECB is rushing.. at slow speed

Although they will only have 2-year maturities, the LTROs were already announced, so early that details are not even finalized yet. It was visibly considered necessary to send a strong message now.

March 2019

Opinion Dave Lafferty : "If you were waiting for evidence that European monetary policy has turned the corner, you’ll definitely be disappointed... if not surprised."

Draghi essentially confessed to what everyone already knows - the European economy , after a short bout of strength in late 2017/early 2018 - is decelerating again.

March 2019

Opinion Hedge fund briefs : A rising tide lifts most boats

Hedge fund strategies experienced a symmetric move. The strategies that suffered in December such as L/S Equity and Relative Value Arbitrage rebounded recently, while those resilient at the end of 2018, such as CTAs, lagged behind so far in Q1 due to their short equity (...)

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