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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Why Politics and Systematic Trading Don’t Mix
In an outtake from our Managed Futures Outlook 2020 – we can’t ignore the effect that politics have had on…
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December Performance Snapshot
We field a bunch of calls at the start of each month asking how that hedge fund, this emerging manager,…
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Asset Class Scoreboard: December 2019
And just like that….we’ve wrapped up another year and the final scores have been posted across the various asset classes.…
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Are Negative Interest Rates coming in 2020? Do we care?
Welcome to early 2020, where we have a whole year of TBDs and fill-in-the-blanks ahead of us. One of the…
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Asset Class Scoreboard – The Decade (2010-2019)
We’re closing out the decade with one final look back on some of the top performing markets, asset classes, and…
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Chocolate Season Has Arrived
It’s the season of everything chocolate-based, star-shaped, and festively decorated. Yes, we’re verbatim describing the counter that sits in the…
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2020 Outlook Linkfest
What do the likes of Blackrock, UBS, and Goldman Sachs have to say about where markets are headed in 2020.…
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November Manager Performance Snapshot
We field a bunch of calls at the start of each month asking how that hedge fund, this emerging manager,…
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Commodity Performance Over the Decade (2009-2019)
Just 22 days left in the decade, and we’re going to use a good portion of those to look back…
