Blog
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Too Basic to Notice, Too Big to Ignore: Tom Ferguson on the VC Opportunity in Water Tech
This week on The Derivative, Jeff Malec sits down with Burnt Island Ventures founder Tom Ferguson to explore why water might be the most underappreciated investment theme on the planet.…
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How Long Will Managed Futures Be in a Drawdown?
You see, drawdowns are messy. They feel impossible, and that they will never end. They feel like it’s the first…
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The Comeback Kid of the 2016 Asset Class Scoreboard
Don’t look now, but the long only Commodity ETF ($GSG) has gone through a 16% swing over the past three…
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Alternative Links: Closing The Gap on Titans
Smaller managers can close the gap on the managed futures titans
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Weekend Reads: Mythical Millennials
Corporate America Chases the Mythical Millennial
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Is Your Alternative Investment Doing What It Should Be Doing?
While it may take years to correctly assess the abilities of a program to react in both good and bad…
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Alternative Links: Investors Are Pleased with Managed Futures
Which HF strategies are investors most pleased (green bars) and disappointed with (red) over the last 6-12m | MS pic.twitter.com/QVI15BCSFI…
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How much of a Drawdown are You Willing to Endure?
We are realizing that much of the billions that have flowed into managed futures mutual funds over the past few…
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Weekend Reads: Equities Neutral, Upgrades Commodities
Goldman Sachs cuts equities to ‘neutral’, upgrades commodities
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Alternative Links: New Chicago Trading Pit
A New Trading Floor in 2016? Options Market Turns to Old Tactic – (Bloomberg) How Should Alternative Investments Be Benchmarked?…
