This content is from: Portfolio AQR: Traditional Markets Won’t Provide a Refuge From Inflation The alternatives manager finds renewed evidence that commodities, trend following, global macro, and other alternatives offer inflation protection. By Hannah Zhang October 29, 2021
This content is from: Portfolio Bond Yields Are Disconnected From Economic Fundamentals. Investors Shouldn’t Expect that to Change. With negative real returns on government and high-grade bonds, institutions need to turn to other investments and accept the increase in volatility, according to J.P. Morgan Asset Management. By Hannah Zhang October 05, 2021
This content is from: Premium Einhorn’s Greenlight Slams Powell on Inflation Why the hedge fund manager thinks rising prices aren’t transitory and will worsen over time. By Stephen Taub October 20, 2021
This content is from: Premium Most Macro Funds Had a Good First Quarter. Not Bridgewater. Caxton, Discovery, and Tudor posted gains while the world’s largest hedge fund firm once again ended up in the red. By Stephen Taub April 12, 2021
Sponsored Is Additional Treasury Issuance Driving a Steeper Yield Curve Sponsored by CME Group September 07, 2020
