Alternative Investments Zero-Cost Strategies to Hedge Short-Term US Election Event Risk October 22, 2020 Despite US Election and Brexit event risks, investor positioning remains complacent. We believe short-term portfolio hedges are warranted.
Stocks Value Stocks are at its cheapest relative valuation to Growth Stocks since the Dotcom Bubble: Is it the right time to invest? October 12, 2020 Despite years of underperformance, we now see the potential for a revival in “Value Stocks”, catalyzed by a possible Democratic sweep and a successful Covid-19 vaccine.
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