NEWSROOM

  • Research

    How are L/S Equity Hedge Funds positioning on the recovery and Value/Growth?

    The consensus now expects a supportive 2021 backdrop for risky assets. With vaccines rolling out and continued reflation policies, the normalization of the world economy would accelerate.

  • Research

    Alternative strategies for a Democratic U.S Congress

    As we go to press, it looks likely that Democrats will also run the Senate, on top of the White House and the House of Representatives.

  • Research

    The UK and the EU reach a lukewarm Brexit deal

    On Christmas Eve UK Prime Minister Boris Johnson and European Commission President Ursula von der Leyen announced that a Brexit trade deal (on goods) had been reached with days to go before the December 31 deadline.

  • Research

    The EM FX Carry Trade Is Back

    With budget stimulus talks in the U.S. likely to move forward soon, and despite tough negotiations on Brexit, risk assets set new records in the U.S. The S&P 500 is now up +13% since end-October, before the results on the Pfizer vaccine were announced.

  • Research

    Five reasons why Special Situations outlook is brightening

    Special Situations strategies have been under pressure in 2020, both on their event and credit arbitrage books.

  • Research

    Dollar depreciation helps CTAs

    The US dollar index is down 1.7% since the November 3 US presidential election, a slide that is likely to continue, especially if the Democrats secure a Senate majority.