Allocation & Trend
All the articles related to institutional allocation and trends
Allocation & Trend
Opinion,
January 2019
Spotting the end of the economic cycle
It currently feels like we are at a critical juncture for economies and markets. 2019 is likely to be one of elevated uncertainty and more volatility as investors grapple with the question of whether this is the final phase of the economic cycle. Markets will behave (...)
Strategy,
January 2019
Why Merger Arbitrage should continue to do well
To navigate such unstable conditions, there is a limited range of “all weather” strategies. Merger Arbitrage and Fixed Income Arbitrage (including L/S Credit) have demonstrated their ability to navigate such a difficult year like in 2018, when most asset classes delivered (...)
Opinion,
January 2019
A tale of two worlds: a robust business cycle in the US and a draining of liquidity in the rest of the world
After President Trump signed the ’Tax Cuts and Jobs Act’ into law on 22 December 2017, we expected corporate earnings growth to be strong in 2018. In fact, it has been far stronger, as the direct effect of the tax cut on corporate earnings was further magnified by the (...)
Opinion,
January 2019
A modern-day War of the Roses
A modern-day War of the Roses: Is a real winner possible in the US-China trade war? In an era of globalization, trade wars mean losses for all sides
Opinion,
January 2019
The Fed’s legacy will live on
The legacy of the December Federal Open Market Committee (FOMC) meeting promises to have lasting effects well into the new year. Once again, there were no surprises on the outcome for the US Federal Reserve (Fed) funds target following this (...)
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Equities head for choppy ride as higher yield market takes hold