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Insights from Ismael Garcia Puente, fund selector and manager at MAPFRE Gestión Patrimonial, one of the largest insurance companies in Spain and Latin America. Ismael believes that challenging markets and global economic uncertainty mean investors should seek to change their portfolio models this year. In his words, everything that worked well in the last decade, including technology, discretionary consumer spending and bonds, may not work well in the future. Q4 2022 hedge fund letters, conferences and more In 2022, inflation reached all-time highs; Europe, which thought it had left the great ...
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Retail investors should learn from countries buying gold’s dip 673 tons of gold has been purchased in total this year, the largest quantity in a single year since 1967, when the US Dollar was still fully backed by gold. Why are countries like Turkey, Uzbekistan, and Qatar buying gold at historic levels? Q3 2022 hedge fund letters, conferences and more Find A Qualified Financial AdvisorFinding a qualified financial advisor doesn't have to be hard. SmartAsset's free tool matches you with up to 3 fiduciary financial advisors in your area in 5 minutes. Each advisor has been vetted by SmartAsset an...
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Brazil’s election result set to instil confidence after Lula pledges to renew global co-operationTech stock rally continues in Asia, but lockdown worries about manufacturing sparked in ChinaFTSE 100 opens lower, with mining stocks falling amid worries about slowing Chinese economyCaution expected to return to Wall Street with markets pricing in a higher peak interest rate levelWorries rise about food inflation as wheat prices jump 5% after Russia suspends Black Sea grain pactFocus will switch to Bank of England later this week as policymakers expected to raise rates by 0.75%Q3 2022 hedge fund ...
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The latest issue of ‘The Globe‘, Eurizon’s publication describing the Company’s investment view. In this issue, a focus is dedicated to “To what extent are central bank hikes priced in?”. ScenarioThe fight against inflation undertaken by the central banks remains the main focus theme for investors. The US inflation reading for May outline another increase again, prompting the Federal Reserve to accelerate its rate hike cycle; futures are now pricing in a point of arrival for the fed funds rate at 3.5% by the spring of 2023. The ECB has also taken a hawkish stance, announcing that will start hi...
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In hisDaily Market Notes report to investors, while commenting on earnings, Louis Navellier wrote: Weak AprilThis morning, stocks have opened modestly in the red with crude oil rising above $107, gold bouncing above $1,900, and interest rates on the rise again in front of next week’s Fed meeting where a 50bps increase in Fed Funds is almost assured. Q1 2022 hedge fund letters, conferences and more Inflation remains the central issue as it is forcing central banks around the world to raise rates. In the US, the core personal consumption expenditures data rose 5.2% in March y-o-y, slightly below...
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Alpine Capital Research commentary for the month of February 2022, titled, “Beta No Longer Has a 40-Year Tailwind.” Q4 2021 hedge fund letters, conferences and more Circa 1981-82, then Fed Chairman Paul Volcker hawkishly slayed 1970’s era inflation, thereby unleashing a 40-year secular bull market in both bonds and stocks, that are now likely nearing their end. Hence, there has been a cacophony of recent commentary about the return of meaningful inflation, rising interest rates and slumping equity prices. Investors who’ve become accustomed to Central Bank accommodation, double-digit annual ret...
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In hisDaily Market Notes report to investors, while commenting the possibility of stagflation, Louis Navellier wrote: Q4 2021 hedge fund letters, conferences and more Fear/Greed EquilibriumThe specter of the possibility of stagflation is the current leading fear component of the fear/greed equilibrium in the market. It is being fed by lower beats of 4th quarter earnings estimates, as well as modest reductions of 1st Q ‘22 estimates, even ‘23 forecasts. There‘s little doubt that monetary tightening by the Fed will raise interest rates, though the amount, speed, and changing shape of the yield c...
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Investors have had an interesting year, with Cryptocurrencies dominating headlines. EXANTE’s senior analyst, Victor Argonov, looks back at some of the other key moments in 2021, but also takes a look ahead and gives his views on what could be in store for 2022. Q3 2021 hedge fund letters, conferences and more In this report, we will delve deep into what moved the markets in 2021 and discuss what factors are going to be in focus in the early parts of 2022. PrefaceFor most of 2021, risk was on the menu. Global equities continued to roar higher with US technology shares once again leading the gai...
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Caution is once again evident in equity markets on Wednesday as we await the final Fed rate decision of the year. Q3 2021 hedge fund letters, conferences and more Once again we find ourselves in an environment in which investors have perhaps got carried away with some early promising reports on the severity of the omicron variant and have not fully appreciated the downside economic risks facing the global economy. Central banks have little choice but to start tightening monetary policy in the majority of cases, as inflation continues to rise to uncomfortable levels, become more widespread, and...
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Recently, the World Gold Council conducted a survey where it found that financial institutions, both private and public, are losing faith in the U.S. dollar. As a result, central banks are dropping dollars for gold. For example, Singapore increased its gold reserves by 20% earlier this year. By the second quarter of 2021, Singapore had added an additional 26.3 tons of gold. This is the first time Singapore has expanded its gold reserves since 2000, and its reserves now hold about 154 tons of the precious metal. The Monetary Authority of Singapore (MAS) believes that investing more in gold will...
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