The global financial system has created massive wealth, but its centralized nature means the spoils have gone to the people who are best connected to the financial centers of the world. Q4 hedge fund letters, conference, scoops etc As global inequality continues to rise, how can wealth building tools become more [...]
In terms of the effort required to develop them, checklists are one of the easiest and most straightforward ways of improving your investment process. Q4 hedge fund letters, conference, scoops etcBy using a checklist, you can streamline your investment process, and you do not have to worry about missing parts [...]
Want to build a diversified, tax-efficient, and low-cost income fund for your clients? Here’s a surprising way to do that with a broad-based index fund like the S&P 500. Q4 hedge fund letters, conference, scoops etc rawpixel / Pixabay According to S&P Dow Jones Indices, the S&P 500 had a 4.75% yield [...]
PM Mark Rayner discusses Brexit and details the opportunities created by 4Q18’s steep decline. Q4 hedge fund letters, conference, scoops etc Pexels / Pixabay Although they haven’t been as extreme as their domestic cousins, international small-caps also saw a negative fourth quarter followed by a strong recovery so far in 2019. The [...]
In times of volatility, managed-risk strategies have become very popular. Institutions have been using these strategies for a long time, and thanks to the ETF vehicle they are now accessible to financial advisors and end investors. Irma Bribiesca, who is the director of ETF strategy and product management for [...]
Many Americans are worried about “modern monetary theory.” Q4 hedge fund letters, conference, scoops etc sallyjermain / Pixabay They fear a future Congress will use it to justify sharply higher spending and enlarge the national debt to unsustainable levels. That may well be the case, but most seem unaware these dreadful things are [...]
Before he became Warren Buffett’s right-hand man at Berkshire Hathaway, Charlie Munger ran his own investment partnership where he established an impressive track record for himself. In fact, the Munger partnership performance earned him a place in Warren Buffett’s now famous essay, The Superinvestors of Graham and Doddsville:Get The Full [...]
The financial crisis will forever be remembered greatest market crisis’ and economic disruptions of all time. All investors, no matter what their experience, industry or firepower were tested during 2008 and 2009. Even today, nearly ten years on those managers who managed to escape the year unscathed, or emerged with [...]
Since its founding in 1970, the Sequoia has earned its reputation as one of the best investment funds ever to have existed. But, as I have covered throughout this series, the fund and its founders, Bill Ruane, Richard Cunniff, and Robert Goldfarb, faced an uphill struggle in its early years. If [...]
In recent weeks, Modern Monetary Theory (MMT) has become a hot topic of discussion. Given the level of controversy, we want to provide our take on the theory. One could wonder if this topic is appropriate for a geopolitical report. We are using this report to examine MMT because, [...]
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q4 hedge fund letters, conference, scoops etc Alexas_Fotos / Pixabay Every advisor I know (including me when I was in the business) has one “problem client” with whom you don’t see eye to eye over [...]
Seven Centuries of Commodity ReversalsAdam Zaremba, Robert Bianchi, and Matuesz Mikutowski A version of this paper can be found here.Q4 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay What are the research questions? As the asset pricing research on the “very long-run” has been growing over the past years, it’s great to see [...]
Global economics is effectively a numbers game. Q4 hedge fund letters, conference, scoops etc As long as the data adds up to economic expansion on a worldwide level, it’s easy to keep the status quo rolling. Companies can shift resources to the growing segments, and investors can put capital where it [...]
"Put into perspective" - the monthly newsletter of Skenderbeg Investment Management Q4 hedge fund letters, conference, scoops etc "Markets attract those who want to make quick money but rewards only those who are comfortable getting rich slowly." - D. Muthukrishnan Hedge Funds Hedge fund strategy returnsJP Morgan Hedge funds and the US equity marketJP [...]
Financial planning and specifically portfolio “safe” withdrawal rates are often viewed and analyzed from the perspective of rigid rules that can’t be broken – i.e., you will take an inflation adjusted 4% of starting portfolio value every year regardless of past performance. This rigidity is beneficial in understanding how [...]
Young people were never as deep in debt as they are now, a new New York Federal Reserve report claims. And while there are plenty of factors that led to the current crisis, there are some underlying economic problems that have made this situation worse. Q4 hedge fund letters, conference, [...]
Nothing has transformed our economy quite like containerized shipping. Q4 hedge fund letters, conference, scoops etc From Rotterdam to Singapore, we see tangible evidence of the world’s bustling maritime shipping network as cranes load and unload uniform containers in a flurry of activity. The efficiency of this system has massively impacted [...]
Analyzing the demographics of more than 280,000 industry professionals on our database, Preqin looks at the representation of women in hedge funds and at private equity firms* according to geography, seniority and role type. Q4 hedge fund letters, conference, scoops etc Women In Private Equity Key FactsWomen are primarily employed in investor relations [...]
William J. Kelly, CEO of CAIA Association, examines recent hedge fund performance statistics and postulates what lies in store for the asset class in the year ahead. Q4 hedge fund letters, conference, scoops etc rawpixel / Pixabay “May you live in interesting times” is a quote that is attributed to everyone and [...]
Last week, the ECB announced it would keep record-low interest rates for longer. The news comes shortly after the Fed gave in to the market and held off on further rate hikes. Q4 hedge fund letters, conference, scoops etc Riala / Pixabay While investors celebrate the policy reversal, they might soon regret it. This [...]
I get this question a lot, so I thought I discuss it in-depth in the next few articles. The post is geared towards investors based in Singapore. Q4 hedge fund letters, conference, scoops etc rawpixel / Pixabay Bond Fundamentals 101 The best way to think about bonds are that they are essentially IOUs. Imagine [...]
Last week, Amazon announced that it would launch its own grocery chain. Q4 hedge fund letters, conference, scoops etc Desertrose7 / Pixabay This is Amazon’s second big leap into groceries. In 2017, the company bought grocery chain Whole Foods for $13.7 billion. All of this prompted a number of speculations about Amazon’s move [...]
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