Aug 1, 2021 | Asset Management
Regulation contagion? Chinese tech and tutoring companies have been hit hard over the past couple of weeks by regulators leading to the biggest shakeout in the last five years and forcing Chinese authorities to issue statements to calm market participants. Citing...
Jul 1, 2021 | Asset Management
A new risk factor for markets: Equity markets have been hitting all time highs lately but the imminent debt ceiling is an event that could pose a threat to the market in the near term. U.S. stocks keep shaking off any potential bad news to keep driving higher on the...
Jun 1, 2021 | Asset Management
Inflation concerns: Is inflation here to stay or only transitional? As several gauges around the world show a surge in prices the question of higher inflation for longer is back on the table. A worldwide and coordinated effort by central banks to inject liquidity...
May 1, 2021 | Asset Management
Interest rate scare If there is one thing that can put a dent to the bull market it is the specter of rising rates in these ultra-loose financial conditions. While the Dow Jones and S&P 500 have hit new highs in recent weeks, the idea that the Fed could increase...
Apr 1, 2021 | Asset Management
Bad year for hedge funds It was only two months ago that we wrote about hedge funds suffering big losses after markets when against their leveraged bets. Well, it has happened again and the losses this time have led to a huge destruction of wealth. Last week Archegos...
