Flamboyant management is back The new decade marks the big comeback of the global macro managers who put their stamp on the ‘70s and ‘80s. With inflation, commodities, high interest rates and volatility returning to the forefront, we could indeed be headed back to the glory days of flamboyant managers…
The only thing certain is uncertainty Faced with the current unpredictability, hedge funds are regaining their protective role To paraphrase Socrates, the financial markets have long convinced us that there is little certainty in investing. Today, with the war that has just broken out in Europe, the spectre of inflation,…
La contribución de las inversiones alternativas a la asignación de activos El debate en torno a la inflación es intenso estos dÃas y aunque los argumentos de los que sostienen que la inflación es pasajera chocan con los de quienes defienden el retorno de una inflación estructural más elevada, es…
The contribution of alternative investments to asset allocation The debate around inflation is raging these days. While the arguments in favor of temporary inflation clash with those advocating the return of higher structural inflation, it is clear that the narrative of the US central bank has considerably evolved in recent…
The contribution of alternative investments to asset allocation The debate around inflation is raging these days. While the arguments in favor of temporary inflation clash with those advocating the return of higher structural inflation, it is clear that the narrative of the US central bank has considerably evolved in recent…
The contribution of alternative investments to asset allocation The debate around inflation is raging these days. While the arguments in favor of temporary inflation clash with those advocating the return of higher structural inflation, it is clear that the narrative of the US central bank has considerably evolved in recent…