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 »
Flat US Equities and Falling Yields Could Signal a Change in Markets
By Stewart Richardson, Chief Investment Officer RMG Wealth Management With the exception of last week’s US employment report, the US economic data released in recent weeks has been better than expected. Conventional wisdom would have us believe that if the US economy is improving and the Fed is withdrawing stimulus, then bond yields should definitely […] Read more »
Chart of the Day – What QE Looks Like: Reserve Balances at the Federal Reserve
By Hedge Fund Insight staff Figures in Billions of Dollars Source: Fed, Bloomberg, McAlinden Research Partners, Catalpa Capital Advisors | catalpacapital.com Read more »
If Germany Wins in Court Europe Will Suffer But the Euro Stands to Gain
By Klaudius Sobczyk, Managing Director of Advanced Dynamic Asset Management GmbH Europeans can be proud of themselves. They are well on the way to becoming a second Japan. The European Central Bank continues to talk the situation up and refuses to continue to print money. The German constitutional court is now in charge to decide […] Read more »
Time to Fold the Fed
By Karim Taleb and Marc Fiani, of Robust Methods LLC The effects of the Federal Reserve’s on-going policy of artificial money creation are well documented by now. For a quick recap and as the saying goes: A picture is worth a thousand words. We clipped this chart below from the web, and which is self-explanatory; […] Read more »