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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Meat Casino, Market Nonsense, The Domino Effect of Uncertainty
Hold on to your ranching hats, the meat market threw off its robes of anonymity for a few seconds with…
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Alternative Links: Leading The Pack
CTA/managed futures hedge fund strategies lead in terms of investor allocations for the year, recording US$10.5 billion in inflows for…
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Can Two Negatively Correlated Investments Both be Positive YTD?
What… How can two negatively correlated investments both by in positive territory for the year?
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Weekend Reads: Return For Volatility
Consider the days of bonds having high returns and low volatility are a thing of the past – with the…
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We’ve all got a Bonds Problem
There’s no doubt you have to take on more risk to get the same return as two decades ago, but…
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Weekend Reads: Olympic Mania
15 Olympic Words You Need to Survive Rio. Velodrome—A great-sounding word, and the name of the arena where track cycling…
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Infographic: The (Investors) Road to Rio
We thought what better way to celebrate the world’s greatest athletes than thinking what asset classes best represent each sport.
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Problematic Commodity Exposure In One Chart
This month is a great example of why long only commodity exposure can be a bit problematic (think taking the…
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We are not in a New Normal but only back to The Normal
Nearly every instance of moderate economic weakness since the financial crisis has been met with acceleration of unorthodox monetary policies…
