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Asset Allocationsee more…

  1. Ep. 177: Denise Shull on Emotions as a Dataset and Avoiding Investment Mistakes [Replay]

    Bilal Hafeez

    Denise Shull is the Founder and CEO of ReThink. In that role, she uses neuroscience and modern psychoanalysis to help clients become successful in investing, trading, and leading teams.

  2. Asset Allocation: Private Markets See Less Activity, More Scrutiny

    Bilal Hafeez, Viresh Kanabar

    Private market activity has fallen in H1, with total vehicles closed down over 50%. Investment trusts exposed to the private market are currently trading at wide discounts to their NAV as low liquidity and fears over asset valuations hurt investor sentiment.

  3. Asset Allocation: Fading the ‘Fed Model’

    Bilal Hafeez, Viresh Kanabar

    We reduce our max overweight position in cash as the forward outlook requires a less defensive posture.

  1. Asset Allocation: Stock-Bond Correlation Flips as Growth, Inflation Diverge

    Bilal Hafeez, Viresh Kanabar

    Strategies like the 60/40 portfolio gained in popularity due to the negative correlation between stocks and bonds. However, this is a more recent phenomena as the correlation was positive before the 2000s.

  2. Is the S&P 500 A Good Investment? How To Invest in SPX

    Matthew Tibble

    We evaluate the latest S&P 500 trends and market drivers by considering all the relevant factors and risks to answer the question: Is S&P 500 a good investment now?

  3. Asset Allocation: Quality Stocks for a Quality Portfolio

    Bilal Hafeez, Viresh Kanabar

    We stay overweight cash and TIPS while maintaining our underweight allocation to equities, long-duration bonds, property, and private equity.

New Look Asset Allocation Update

Bilal Hafeez, Viresh Kanabar

This month, we expand the coverage of our asset class views and provide further granularity in each component.

Ep. 163: Gavyn Davies on Inflation, Asset Allocation and ChatGPT

Bilal Hafeez

Gavyn is a Founder and the Chairman of Fulcrum – a $5bn independent asset management firm. Prior to Fulcrum, Gavyn was Chairman of the BBC from 2001. He joined Goldman Sachs in 1986 and became Partner in 1988 when he also became the Chief Economist as well as Chairman of the Research Department until he left in 2001.

  1. Ep. 161: Zar Amrolia on Reinventing Trading

    Bilal Hafeez

    Zar Amrolia was recently the co-Chief of XTX Markets – one of the top algorithmic trading companies in the world. Before XTX, Zar was Co-Head of Fixed Income, Currencies and Commodities at Deutsche Bank and a Partner at Goldman Sachs.

  2. Ep. 160: Ken Tropin on How to Run a Successful Macro Hedge Fund

    Bilal Hafeez

    Ken Tropin is a legend in the macro space. He is the Chairman and the founder of Graham Capital Management (GCM) - $18bn fund. Ken founded GCM in 1994 and over the last 28 years has grown the firm into an industry leading alternative investment manager focusing on global macro discretionary and quantitative hedge fund strategies.

  3. Asset Allocation: Why We Are Underweight Equities

    Bilal Hafeez

    While many were panicking about a 2008-style bank crisis, we cautioned against such predictions. So far, our view has been right.

Ep. 158: Peter Spiller on Value Investing, Navigating Inflation and Delivering 15% Annual Returns 

Bilal Hafeez

Peter Spiller is the one of the most respected value investors in markets. He is the Founder and CIO of boutique investment house CG Asset Management. Prior to founding CGAM in 2000, Peter was a partner and strategy director at Cazenove & Co Capital Management and a US equity investor at Capel Cure & Myers.

Ep. 157: Geoff Rubin on 60:40 Portfolios, Endowment Model and Re-Thinking Risk 

Bilal Hafeez

Geoff Rubin is Senior Managing Director and Chief Investment Strategist at CPP Investments. The Canadian Pension Plan is one of the world’s leading pension managers with over $530bn in assets.

  1. Ep. 156: Jim Leitner on Creating a Macro Edge, Trading Options and Carry Trades

    Bilal Hafeez

    Jim Leitner serves as President of Falcon Management Corporation and CIO of Falcon Family L.P. a family office. Previously, he worked as a foreign exchange trader at Morgan Guaranty...

  2. Why Investors Should Not Ignore US Data

    Sam van de Schootbrugge

    A new NBER working paper investigates the correlation between US macroeconomic data releases and foreign stock markets.

  3. Asset Allocation Update: Cash Is Safe

    Bilal Hafeez

    In 2022, we outlined our ‘everything breaks’ portfolio, which meant constantly overweighting cash above all else.

Ep. 153: Mustafa Chowdhury on Mortgage Risks, Fed Shocks and Derivatives

Bilal Hafeez

Mustafa is a rates guru and member of the research team at Macro Hive. Before this, Mustafa was the Head of Rates, FX, and Derivatives at Voya Investments, where he helped manage $40 billion of assets.

Ep. 150: Richard Oldfield on Value Investing, Warren Buffet and Elon Musk

Bilal Hafeez

Richard founded Oldfield Partners in 2004.The firm is a value-style asset management firm with over $4bn in assets under management.

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