Seeking Singularity October 2020

he Singularity Fund is a long-only, global, all-sector equity UCITS (Lux) fund with daily liquidity that tracks the Singularity Index™ (SI, Bloomberg Ticker: NQ2045), a proprietary index based on a unique methodology that captures exponential innovation globally. Companies from all conventional sectors and industries are weighted according to their revenue exposure to 12 Singularity Sectors, resulting in a high level of diversification beyond the technology sector and beyond typical benchmarks.

BY JON WEBB

Seeking Singularity October 2020

TSF Fact Sheet OCT 2020 EN

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Thoughts From The Divide: Is it safe?

BY JON WEBB

We were very sad to see that Warren Mosler has decided to take an extended break from posting on X. Mr Mosler has helped inform our views about the overall policy stance. Most of all, Mosler was right: tight monetary policy did not stop the economy, and those who bet on that lost. Fiscal was certainly a factor, although reasonable people might debate how much of a factor. But with Fed officials mostly of like mind in thinking it is time to cut rates (see quote above), the question we find ourselves asking is whether it is finally safe to bet against Mosler. Or, to put it another way, “Is the U.S. consumer tapped out?”. Read more →

NDR Fixed Income Allocation Strategy January 2024 Update

BY BRIAN SANBORN

The NDR Fixed Income Allocation Strategy, Positioning Update Read more →

NDR Fixed Income Allocation Strategy July 2024 Update

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The NDR Fixed Income Allocation Strategy, Positioning Update Read more →

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