Episode 24
Earnings season, finding uncorrelated assets and the outlook for hedge funds
Talking Capital · Capital Generation Partners
January 25, 202434m 58s
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Show Notes
In this episode, Ian and Robert discuss:
- Earnings season: what are we expecting and how will markets react?
- Interest rates: in a "one trade" world, which asset classes are least correlated to rates and are they attractive?
- Hedge funds: will the next few years be kinder to hedge funds, what is their role in portfolios now?