Stargazer Asset Management Weekly – January 3 2022

This week's global markets update to ring in the New Year.

BY ERIC FILL

SAM Weekly _ January 3 2022

Other posts

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: The asset class ‘du jour’ – corporate bonds!

BY JON WEBB

The latest Financial Times opinion piece 'The Long View' flags investor interest in an exciting new asset class – not crypto, not AI-driven stocks… but newly higher-yielding corporate bonds! January data on ETF inflows certainly underlined the revived US investor appetite for fixed income with overall inflows running slightly of those into equities. Amid this constructive backdrop, USD and EUR corporate bond markets begin 2023 on a robust note. Read more →

C8 Weekly Bulletin – “Hope” is not an investment strategy

BY ROBERT MINIKIN

Given so much investor focus on macro-drivers, we are pleased that IVI Capital, the global macro hedge fund, have provided us with a new update on their market outlook. The IVI Capital Global Macro Index is a daily, futures-only strategy and C8 Studio shows the index up 24.0% so far this year. Read more →

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