Stargazer Asset Management Weekly – October 19 2020

This week we look at current European headwinds, China's outperformance, CB's and Gold sentiment.

BY ERIC FILL

SAM Weekly _ October 19 2020

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NDR Fixed Income Allocation Strategy September 2024 Update

BY BRIAN SANBORN

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

C8 Weekly Bulletin: Artificial Intelligence and Direct Indexing Webcast

BY JON WEBB

C8 were delighted to contribute to the inaugural webcast of one of our index providers, Axyon.AI, to discuss the topic 'Investing with Artificial Intelligence and Direct Indexing'. Our CEO, Mattias Eriksson, and our Head of Southern Europe, Riccardo Baroni joined Axyon CEO Danielle Grassi. The discussion gives a great overview of the benefits and growth of Direct Indexing, C8's cutting-edge platform 'C8 Studio', and Axyon's innovative approach to creating indices using AI. Please click on the image below to watch the webcast. Read more →

Thoughts From the Divide: Subjest to Change

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As the saying goes, “needs must when the devil drives”. We have no problem understanding the Fed’s decision to announce (at 7pm last night) that the details of the BTFP program needed to be altered. The problem was the overly juicy arbitrage, whereby banks could use the BTFP window to flip cash from the Fed into the RRP and pocket the not-insubstantial difference. We were impressed by the chutzpah involved in arbitraging two Fed facilities! Read more →

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