Kernow Asset Management – January Performance Update
Kernow Asset Management's performance update for the month ended January 31, 2023.
Q4 2022 hedge fund letters, conferences and more
The strategy gained 6.8% in January as China’s bull market boosted global demand and market optimism.
Views on interest rates have become polarised. The Fed sees inflation moderating without plummeting, meaning interest rates will continue to nudge upwards. Conversely, markets see inflation . . .
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