Category: Market Commentary

05 Jun 2023
Markets, RCM Alternatives, Asset Class

Asset Class Scoreboard: May 2023

While most major asset classes struggled in May, U.S. stocks managed to eke out small gains, driven by strength in large tech companies. Past performance is not indicative of future results. Hedge funds and bonds both posted small losses for the month. Hedge funds returned -0.65% while bonds declined 1.16% according to the data. Despite […]

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15 May 2023

MUTUAL FUND PERFORMANCE: APRIL

The focus of the April market action was similar to March, and all eyes were on monetary policy. Would the layoffs and banking issues constitute enough pain for the Fed to alter course in trying to control inflation? Stock and bonds mostly went sideways. Commodities were mixed with choppy market action, with the exception of […]

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26 Apr 2023

Helping money managers develop understanding in China

Z-Ben Advisors’ recent rankings of the top firms engaging China provide invaluable insights into this crucial market. As China rises, Z-Ben helps money managers develop an actionable understanding of China’s dynamics, cutting through the hype. Says Z-Ben’s MD, “For most global players, the excitement of China as an opportunity now matches the hassle of getting […]

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18 Apr 2023

Mutual Fund Performance: March

The Ides of March came this year with some volatility. All eyes were on the banking crisis as the Fed effectively bailed out two notable US banks, and Credit Suisse was forced to merge with UBS.  Bond volatility spiked considerably, hurting some strategies and providing an opportunity for others. Anyone still short bond prices took […]

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04 Apr 2023

Asset Class Scoreboard: March 2023

Risk On!  March continued the one-month-on, one-month off pattern seen so far in this young year, with nearly stocks and bonds bouncing back from Feb losses with March gains. The big story was managed futures with a big down month driven by the sharp rise in bond prices (lower rates) in March around the Silicon […]

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14 Mar 2023

OUCH! A massive Bond Reversal hits Trend

So anyone watching CNBC or picking up the WSJ has heard of Silicon Valley Bank by now. The failed startup bank which caused the Fed to step in and sort of guarantee deposits across all regional banks. But while all that real world, actual customers and their bank deposits stuff were going on – here […]

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14 Mar 2023

Mutual Fund performance: February

February gave back some of the optimism in January. The markets continued to pay attention to point/counter-point of economic data and the Fed as if it was a lame televised political debate. The sentiment indicates more rate hikes are coming. Stocks and bonds were down most of the month (VOL up mildly). Predictably, the dollar […]

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07 Mar 2023
Markets, RCM Alternatives, Asset Class

Asset Class Scoreboard: February 2023

Most assets took a tumble in February, as the everything rally from January to start off the year took a bit of a breather – as stocks and bonds resumed their 2022 look with both seeing losses at the same time. Elsewhere, U.S. Real estate took the biggest fall, although most have remained out of […]

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05 Jan 2023

Mutual Fund Performance: December 2022

The weather outside was frightful for some of the US markets in December. As risks of recession loomed, equities and bond prices fell in tandem (again). Volatility increased modestly providing a meager meal long volatility strategies. A milder European winter (so far) helped energy prices mostly decline through the month, especially natural gas. The USD […]

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04 Jan 2023
Markets, RCM Alternatives, Asset Class

Asset Class Scoreboard: December 2022

Commodities for the Win! There it was. The final buzzer of the game as 2022 comes to an end. But it was a bit of a bore of a game overall, with the scoreboard at the end of the year looking a lot like it did throughout the year, with Commodities and Managed Futures leading […]

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