A Review of 2015 Funds
A bad year for funds: too many people in the same crowded trades. Oh, and utter, total, inexperience is no substitute for talent.2015
A Review of 2015 Funds
A bad year for funds: too many people in the same crowded trades. Oh, and utter, total, inexperience is no substitute for talent.2015
Belittled on Brazil...
A classic "investor mind-set vs journalist" moment. A litany of worry is set out for Brazil- over a million unemployed, double digit...
Belittled on Brazil...
A classic "investor mind-set vs journalist" moment. A litany of worry is set out for Brazil- over a million unemployed, double digit...
Winners and Losers in HF Land: why?
Discussing the antecedents of successful hedge fund performance with Mastercard Advisors' Sarah Quinlan. The reality is the best will...
Winners and Losers in HF Land: why?
Discussing the antecedents of successful hedge fund performance with Mastercard Advisors' Sarah Quinlan. The reality is the best will...
Why Have Macro Funds Disappointed?
The closure of a few macro funds does not indicate a change in cycle: the opportunity remains.
Why Have Macro Funds Disappointed?
The closure of a few macro funds does not indicate a change in cycle: the opportunity remains.
Short Volatility or Why 701 Rate Cuts Might influence Your Back Test!
Since Lehman Brother there have been 701 rate cuts globally: past data may not be indicative of future results...
Short Volatility or Why 701 Rate Cuts Might influence Your Back Test!
Since Lehman Brother there have been 701 rate cuts globally: past data may not be indicative of future results...
