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Lombard Odier Prefers US Over EU, Emerging Market Equities In 2025
07 Feb 2025 00:59 GMT
… and Patrick Kellenberger, emerging market equity
strategist at …
Emerging market equities
Ng and Kellenberger highlighted how emerging market … neutral stance on emerging
market bonds, favouring corporate … also increased its hedge fund allocation
in its …
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Gold in a Portfolio: Strategic Asset Allocation in the Trump Presidency & Beyond
07 Feb 2025 18:05 GMT
… and de-dollarization, particularly among emerging market (EM) countries. This trend is … , bitcoin, real estate, commodities, and hedge funds.
In some portfolios, gold is …
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Traders See Profits Evaporate in Minutes as Trump Convulses Bets
06 Feb 2025 23:30 GMT
… Yeoh, portfolio manager at hedge fund Blue Edge Advisors Pte. … In Singapore, multi-strategy hedge fund GAO Capital has gone … After the US election, hedge funds added risk by increasing gross … “relative value trades” including emerging-market and UK debt, but …
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How to trade the on-again, off-again trade war
06 Feb 2025 18:35 GMT
… Sachs Group Inc. note, hedge funds have “increasingly shorted,” … by accelerated selling by hedge funds since December, according to … downside growth risks.”
In emerging market debt, meanwhile, fund … Alaa Bushehri, head of emerging markets debt at BNP Paribas …
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How to trade the trade war
06 Feb 2025 07:27 GMT
… by accelerated selling by hedge funds since December, according to … “a bit underweight” emerging market currencies and slightly long … downside growth risks.”
In emerging market debt, meanwhile, fund … Alaa Bushehri, head of emerging markets debt at BNP Paribas …
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Where Will 2025 Investments Be Made by Family Offices?
05 Feb 2025 22:16 GMT
… and market volatility.
Hedge Funds and Private Debt: … increase exposure to hedge funds and private debt …
4. Geographic Diversification
Emerging Markets: Family offices may increase … their exposure to emerging markets, particularly in Central …
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Could Rising Wages Weigh on Markets?
05 Feb 2025 19:45 GMT
… credit products, real assets and emerging market debt.
The recent surge in … trusts (REITs), select hedge fund strategies, preferred securities, and emerging market (EM) debt.
This …
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Predicting the Market for 2025
05 Feb 2025 12:42 GMT
… divergence between regions. For example, emerging markets could outperform developed markets like … alternative assets (like private equity, hedge funds, or even
cryptocurrency) as they …
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Markets Eye Short-Term Volatility but Long-Term Bull Case Remains Intact
05 Feb 2025 11:24 GMT
… on eurozone and emerging markets equities as the … our gold and hedge funds exposure for diversification … upgrading eurozone and emerging markets equities from underweight … emerging markets debt from underweight to neutral.
We maintain our gold and hedge funds …
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Simplify Launches New Foreign Currency ETF
04 Feb 2025 22:04 GMT
… investments towards gaining exposure to emerging market currencies. Similarly to the G … .S. dollar. But sophisticated institutions, hedge funds, and other large investors have …