SEC Approves Spot Bitcoin ETFs
Yesterday, the US Securities and Exchange Commission (SEC) approved the trading of spot bitcoin ETFs, roughly ten years after the first application.
Authored by: Joseph Marenda
2024 Outlook: Hedge Funds
We expect equity long/short strategies will outperform their long-term average, due partly to the considerable rise in short rebates. This expectation is also linked to our view that global equity volatility will increase due to our economic expectation and ongoing geopolitical crises.
2024 Outlook: Currencies
We expect the US dollar and gold will more or less hold their values, given our economic expectation and the many geopolitical risks. We believe the yen will appreciate, and we expect the thawing crypto winter will fully transition to a spring.
Is the Crypto Winter Over?
No, it’s not over, but the worst of it is past us. After the liquid token market’s remarkable January, some called an early spring.
2023 Outlook: Currencies
We expect the US dollar to remain firm but with limited appreciation relative to 2022, given our view that it is near the end of its incredible multi-year run. We believe gold’s performance will improve and digital assets, in general, will not surpass prior highs, many of which were set in 2021.
Charting New Waters: What Pension Plan Sponsors Should Know About Digital Assets
Blockchain technology and digital assets could disrupt the way many of the companies in a pension plan’s current investment portfolio do business. Pension plan sponsors can benefit from an increased understanding of blockchain technology and its potential portfolio implications. In addition to providing a general overview of how blockchain technology and digital assets investments work, this paper answers questions on related challenges and developments for plan sponsors to consider.
Hedge Fund-ing the Pension Deficit: The Case for UK Schemes
Select hedge funds have provided attractive long-term returns with reduced equity beta and can be integral to pension investment strategies.
Hedge Fund-ing the Pension Deficit
Select hedge funds have provided attractive long-term returns with reduced equity beta and can be integral to pension investment strategies.