We’re out with our annual Managed Futures/Global Macro Outlook, reviewing what went down on a macro level in 2018, while peering into what the market environment may look like for this asset class in 2019. For a sneak peek, check out our attempt at boiling down the last 10 years of experience in the asset class […]
Category: Alternative Investments
11
Feb
2019
John Cummings talks Context, AI, and Portfolios
We felt a little guilty being down in Miami at the beginning of the month while Chicago was clocking in at -20 degrees, but the MFA and Context conferences down there each year are the places to be for a group like ours given our roles as allocators, cap intro partner for managers, and as […]
07
Feb
2019
Asset Class Scoreboard: January 2019
Wow! That was a bounce. In the words of Mr. Castanza “I’m back…baby!“. Or if you want something a bit more modern….”Chewie…we’re home!”. Either way, investors rushed to remember what a positive month looks like after basically every asset class was down in 2018, with stocks flirting with a rare double digit gain while real […]
06
Feb
2019
Alternative Links: Stocks Get Lift From Earnings as Traders Await Feds
U.S. equities climbed after the latest batch of corporate earnings bolstered confidence in the economy as investors awaited the Federal Reserve rate decision and any developments on trade. Stocks Get Lift From Earnings as Traders Await Fed: Markets Wrap (Bloomberg) It’s every trader’s fantasy – being the only one to see a bear market […]
