“2016 is shaping up as potentially a significant watershed year,” Asian equities research from Macquarie predicted. Watershed is a word that can either have positive or negative connotations, and in this framing Macquarie uses it to point out concerns with Fed policy and its impact on the world reserve currency of choice, the U.S. dollar. At the end of the day investors should consider return of their money rather than return on their money. Macquarie: Watch for U.S. dollar surge as Misaligned central bank monetary policies cause for currency concern “Misaligned monetary policies” are cause for concern regarding potential for…
Macquarie Says 2016 Year To Hope For Return OF Capital Rather Than Return ON Capital
Mark Melin
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.