Opinion Hedge funds managers : Are women better than men?
In recent months, two studies leading to the same conclusions, set tongues wagging in the hedge fund industry : women hedge fund managers perform better than their male counterparts...
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Opinion Perspectives on L/S Equity strategies after the Selloff
Risk assets have yet to find stable ground after the recent turmoil. The rebound in equities since the October 11th trough appears fragile. Last week, the minutes of the latest FOMC meeting were hawkish and Italy’s 10-year sovereign spread with Germany jumped to levels unseen (...)
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Opinion Bond bubble today and tomorrow ... Bond crash the day after tomorrow
Long-term rates that can not rise on short term, despite the abysmal public deficits ...
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Opinion Central Banks : the global financial system trashcans ?
Institutionalized monetization condemns central banks to become the international financial system trashcans and, despite German opposition, it is likely to be the same for the ECB.
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Opinion Staying On Theme
When inflation, interest rates and global economic uncertainty are rising, cash today can seem more urgent than exposure to the markets of tomorrow—but could that mean investors risk missing out on the potential of thematic (...)
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Opinion Italy’s expansionary budget goals add to growing risks to sovereign rating
Italy’s announcement of a tentative budget deficit goal of 2.4% of GDP over 2019-2021 could compound the country’s existing debt sustainability challenges. This represents a significant risk to Italy’s A-/Negative Outlook (...)
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Opinion Brexit referendum: more volatility ahead for Sterling
According to James Butterfill, Head of Research at ETF Securities comments, Brexit is the mother of all market uncertainties: legal, political, economic, polling and currency risk combining to make any confidence about the short-term outlook (...)
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Opinion Greece: awaiting the inevitable
The credit default swap market is pricing in a 65% probability of a default within the next five years.
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Opinion Gold, Mines & Natural Resources…a mixed 2017
Although the year was positive for natural resources overall, their performance lagged the global markets. 2018 could offer better prospects, an uptick in inflation being perhaps the best scenario for the theme.
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Opinion Look to Smaller Emerging Markets to Boost Returns
According to State Street Global Advisors’ Active Emerging Markets investment team, the rise of emerging markets is more than just BRIC story.
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Opinion This week’s chaos in GameStop and related areas has blown some of the froth off equity markets and has certainly transformed the mood of some market participants
The parabolic rise of this stock, reportedly driven by retail speculation, short-covering and options hedging, has reverberated across a number of other stocks and sectors.
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Opinion The Uncertainty May Be Worse Than the Slowdown
We do think the onset of recession is a time to tread carefully, but it could also be a time of opportunity for equity investors.
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Opinion Review of the chinese economy at the end of the summer of 2019
The monthly data published at the start of the second quarter are fairly mixed and show no tangible signs of growth momentum improving in China. The GDP published for the second quarter has recently confirmed this sentiment. The slowdown at work since the start of the decade (...)
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Opinion South Africa: a ray of hope
Following weeks of contestation, Jacob Zuma resigned on 14 February 2018 after nine years in office, leaving a mixed legacy to South Africa’s new president, Cyril Ramaphosa.
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Opinion New Egypt FX Regime Positive Step in Tough Circumstances
Egypt’s new exchange rate regime has brought greater transparency and a depreciation of the pound but also highlights a serious shortage of foreign exchange, Fitch Ratings says. For the system to work, confidence needs to be restored quickly, starting with agreement on an IMF (...)
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