Gold lost some of its luster toward the end of 2020 after posting substantial gains over the spring and summer. However, although investors started to shift...
Recent news about the COVID-19 pandemic has been worrying, with more contagious strains of the virus spreading internationally, rising contamination rates, and healthcare systems on the...
Insights into the market and economic conditions from the wealth advisors and portfolio managers at Bel Air Investment Advisors, an investment firm that focuses on overseeing and managing the over $8 billion...
Harry Truman famously asked for a one-handed economist so he could stop hearing, “On the one hand, but then on the other hand.” Q3 2020 hedge...
Darwinbox, which operates a cloud-based human resource management platform, has raised $15 million in a new financing round as the Indian startup looks to further expand...
Darwinbox, which operates a cloud-based human resource management platform, has raised $15 million in a new financing round as the Indian startup looks to further expand...
Can investors expect more of the same from equities after a bumper 2020? The pandemic and its effects will still pervade every pore of the economy...
Equities look set for a positive 2021: last year’s themes and secular change should persist with support coming from factors such as dovish monetary policies. However,...
Franklin Templeton has expanded its line-up of actively managed thematic ETFs with the introduction of the Franklin Exponential Data ETF (XDAT US). The fund has listed...
What drives the performance of equity multifactor funds? While the value, quality, low risk and momentum factor styles have outperformed over the long term, there have...
JPM Reports Record Revenue Offset By Surprise Jump In Credit Loss Provisions JPMorgan has officially launched the Q4 earnings season with earnings that were broadly stronger...
Sage Advisory Services market review for the fourth quarter ended December 2020, discussing what contributed to and detracted from performance for the Sage Tactical ETF Strategies....
In just a few days, I will be turning 50. This is a significant milestone for me: looking backward half a century and taking my first...
In this second ‘Nine for 2021‘ article, IQVIA’s Sarah Rickwood looks at four issues which will directly impact The post Nine for 2021: Addressing the pandemic...
AI predictive model foresees spike in U.S. political violence, country risk in Q3-4 after “brief respite” Q3 2020 hedge fund letters, conferences and more GeoQuant’s “Year...
Apis Capital Flagship Fund commentary for the fourth quarter and the year ended December 31, 2020. Q3 2020 hedge fund letters, conferences and more Dear Partners,...
Following the year-end rally, valuations of risk assets are marking a pause in the face of a number of headwinds. While in our view, valuations remain...
"Aqualung": Jeff Gundlach Webcast Live Feed The start of a new year, means it is time for the bond king Jeff Gundlach, CEO and CIO of...
Last week, IHS Markit reported that sentiment in Mexico’s factory sector had slipped again during December 2020. The organization’s manufacturing PMI had declined for the second...
Logos LP commentary for the month of January 2021, titled, “Amor Fati.” They discuss Trump mobs, Buffett’s battles, Joe Biden and the Dems, bubbles, plagues, lockdowns,...
"A Huge Reversal" - Louis Gave Warns "Inflation Will Come Back With A Vengeance" Authored by Mark Dittli via TheMarket.ch, Louis-Vincent Gave, CEO and co-founder of...
The US election in early November was an inflection point. Stocks have rallied. The dollar has been sold. The rise in US yields has dragged up...
China’s economic policy focus on domestic and, by extension regional, growth argues for a bullish view on Asian emerging markets in the face of the far-reaching...
Social bonds could help mitigate the economic damage caused by the COVID-19 pandemic, at least in the short term. While on the surface, most bond issuances...
After setting record highs in early December, global equities vacillated on market concerns over the resurgence of COVID-19 to end the month with a rebound to...
In 2019, I discussed the disconnect between the markets and the economy. After years of Central Bank interventions, stock markets have soared to record highs, while...
Vltava Fund’s letter to shareholders for the fourth quarter ended December 2020,discussing the three types of inflation being: monetary inflation, asset price inflation, and consumer price...
Stocks Grind Higher As Focus Turns From Capitol Chaos To Coming Stimulus Bonds erased early losses and stocks give back opening gains, drifting back within Wednesday’s...
World's Top Economies Brace For $13 Trillion Debt Maturity Vortex To kick off the New Year, the world's largest economies face a massive global debt overhang...
Equity markets have started the New Year hesitantly. The base case that the pandemic’s end is in sight, with life more or less back to normal...