Category: Education

25 Jan 2022

December Mutual Fund Flows

On the whole, investors followed through on their intention to diversify into liquid alternatives. Whether it was the prospect of continued inflation or a rise in interest rates, December was the month for diversification. This was particularly apparent when you look at mutual funds that combine equities with some non-or negatively correlated assets like managed […]

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14 Jan 2022

Mutual Fund Performance – December 2021

December markets brought some volatility as the world attempted to figure out the relative impact of omicron and the Fed likelihood of raising rates sooner than expected amidst some potentially improving job numbers and high inflation metrics. Trend following programs generally fared poorly (unless you stayed long oil), but not bad enough to erase a […]

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13 Jan 2022

Emissions Trading and Carbon Allowance Futures with Michael Azlen

We’re taking a trip across the pond to London in this episode and diving into the carbon markets and emissions trading with Michael Azlen, CEO and founder of Carbon Cap Fund and Management. Whether you care about making money off trending carbon emission prices, or saving the planet,  or both… Mike has become a leading […]

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07 Jan 2022
Markets, RCM Alternatives, Asset Class

Asset Class Scoreboard: December 2021

December quickly turned around from a red November, providing a rally we didn’t see coming and closing out 2021 strong. Real estate, Commodities, and Stocks were the top performers of the year, where hedge funds and bonds could use some improvement. Our preferred managed futures coasted through the year, ending the year positively. We’re looking […]

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03 Dec 2021
Markets, RCM Alternatives, Asset Class

Asset Class Scoreboard: November 2021

Well, things certainly took an interesting turn in November, with most asset classes squarely in the red after a post-Thanksgiving Black Friday sell-off and failed bounce on the last two days. Commodities got smoked, led by the energy complex, dropping -10.59% – taking down any risk on class: U.S. Stocks, World Stocks, Hedge funds, U.S. […]

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10 Nov 2021

Investing…YouTube Influencer Style

Since its creation in 2005, YouTube has grown into a social media powerhouse. The social media platform isn’t just used to watch music videos or funny skits anymore. But, instead, generations like Millennials and Gen-Z are accessing YouTube to learn how to do things, like, makeup tutorials, playing new games, and discovering new investment opportunities. […]

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05 Nov 2021
Markets, RCM Alternatives, Asset Class

Asset Class Scoreboard: October

And we’re back…. After stocks took a breather from their meteoric rise in September with some losses – ALL asset classes came roaring back in October, with US Stocks, Real Estate, and Commodities all up above 5%, and everyone else pulling their weight. Even bonds. We’ll see how the last two months of the year […]

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05 Oct 2021
Markets, RCM Alternatives, Asset Class

Asset Class Scoreboard: September 2021

Well, that was interesting! The first “real” down month for stocks in about a year saw US stocks drop -4.66% alongside world stocks and real estate. On the other side of the coin, managed futures rode a big move higher in commodities to post a small gain, while those commodities themselves were back at it […]

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28 Sep 2021

How are Endowments Posting the Eye Popping Returns

If you haven’t seen some of these Endowment returns over the past “year” being reported recently… take note: Duke University’s endowment returned 56% in fiscal 2021, the latest U.S. college to post eye-catching gains thanks to soaring public markets and investments in private assets https://t.co/xt5ZTwZhjI — Bloomberg Markets (@markets) September 25, 2021 Here’s the InsideHigherED […]

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