From Insight Investment Management (Global) Limited Comment from Andy Cawker, Head of Specialist Equities: “For the first time in a while we have a small negative beta position. There are various indicators that suggest we remain in an environment that favours high quality defensive stocks and those that can withstand falling markets, in spite of […] Read more »
A Great Time To Buy Volatility
By Jerry Haworth, CIO and co-Founder of 36 South Capital Advisors LLP [In this article the terms “volatility” and “options” are used interchangeably for the purpose of simplicity. Options are really a member of a family of volatility assets] Everybody loves options, the generic kind. We love to be able to look back and […] Read more »
Nordic Market Is Well Suited For An Absolute Return Equity Strategy Says Sector AM
By Jannik Arvesena and Bjørn Tore Urdal, Sector Asset Management “If you had to be reborn anywhere in the world as a person with average talents and income, you would want to be a Viking. The Nordics cluster at the top of league tables of everything from economic competitiveness to social health to happiness” […] Read more »