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Institutional’s articles related to investments’ trends
Articles
Opinion Bond Pain trade for global macro
Gyrations in U.S. rates were highly challenging to navigate. Bond volatility surged in October as the Fed prepared to withdraw monetary accommodation and as investors struggled to assess the medium-term path of (...)
Opinion Eurozone growth beats expectations, as inflation hits a 13-year high
The ECB sees inflation pressures as temporary and is unlikely to raise interest rates. The eurozone economy has outperformed consensus estimates as it grew by 2.2% quarter-on-quarter in Q3, matching the previous quarter. This leaves the level of economic activity just 0.5% (...)
Strategy How are hedge funds positioning after the market correction?
L/S Equity managers have decently navigated these markets, generating small positive alpha (especially on their short positions) but their implicit stance is diverging across regions. U.S. managers detracted only marginal alpha. They maintained their modest overall exposures (...)
Opinion Understanding the anatomy of a financial Bubble
Infamous for the belief that there is a bubble in long-duration assets, Richard Bernstein Advisors reckon there are sizeable bubbles inflating. A recent report investigates what’s causing such widespread bubbles, their potential effects on the overall economy, and the (...)
Opinion Federal Reserve moves towards November Taper
The Federal Reserve is very likely heading for a tapering of its bond purchases in November, but the longer-term outlook depends on how transitory the current bout of inflation is. If we are correct, i.e. it will fade more quickly than expected, then we should see the (...)
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