Macro Musings Are rising govt bond yields good or bad for stock markets? March 1, 2021 Rising bond yields can be positive for stocks if two criteria are met. On the recent selloff, we take a “buy the dip” mentality, esp. for tech mega-caps.
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.
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