Stargazer Asset Management Weekly – August 9 2021

This week we look at current inflation/employment dynamics and the recent move in yields and the dollar.

BY ERIC FILL

SAM Weekly _ August 9 2021

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C8 Weekly; China Liberalisation Coincides with C8 China Futures Access Launch

BY ROBERT MINIKIN

Over the month since our C8 Weekly Bulletin highlighted early signs of an opening up of the Chinese economy, the liberalisation steps have gathered new momentum. Against this backdrop, the timing may be propitious for Cirdan Capital's launch today of the C8 China Futures Access certificate. Read more →

C8 Weekly Bulletin: Trend Following

BY ROBERT MINIKIN

Central banks have had to act aggressively to contain inflation expectations - leading to an unwinding of excess global liquidity and divergent responses across asset classes. A return to "normal" financial markets, with less policy support for asset prices and higher market volatility. In this context, there is also new investor interest in trend-following strategies that exploit diverging market dynamics. C8 Studio contains both high quality trend-following indices and innovative combination technology. Read more →

C8 Weekly Bulletin: Trick or Treat for ‘Long Only’?

BY ROBERT MINIKIN

This week’s Fed meeting will be watched closely for hints of a policy pivot following reports that some officials favour slower policy tightening and amidst a revival in global risk appetite. In this Bulletin we take a look at the recovery in the performance of 'long only' strategies on the C8 platform. Read more →

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