ZIRPs and NIRPs and Unintended Consequences

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By Brooks Ritchey, Senior Managing Director, K2 Advisors, Franklin Templeton Solutions     Monetary policy around the world has taken an unprecedented turn—with negative interest rates now the norm in several parts of the world. Brooks Ritchey, Senior Managing Director of K2 Advisors, sees scant evidence to prove this policy approach is working to stimulate […] Read more »

GAM’s Anthony Lawler – Hedge Fund Performance in 2016

From Global Asset Management   As year-end approaches, we look ahead to the outlook for active trading and hedge funds in 2016. The choppy waters of 2015 has proved challenging for active managers. Both equities and global bonds are down this year to date as measured by the MSCI World index and the Barclays Global […] Read more »

Hardline Regulatory Stance On Asset-Backed Softens

By Andrew Lennox, Lead Portfolio Manager at ECM Asset Management As we have discussed regularly in our weekly pieces, many of the current proposals for the regulatory treatment of securitisation, whether it be for banks or insurance companies, are still informed by the dark days of the credit crisis when Asset Backed Securities (ABS) was […] Read more »