Stargazer Asset Management Weekly – October 5 2020

This week we discuss the ECB's shift in forward guidance, the need for further fiscal spending pre vaccine and the continued attempts at US sector rotation.

BY ERIC FILL

SAM Weekly _ October 5 2020

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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 →

Thoughts From The Divide: The Little Things

BY JON WEBB

Following the warnings from Walmart’s earnings last week, Target announced earnings this week and saw its stock walloped. As the CEO noted, “The ‘biggest challenges’ Target is hearing from its shoppers are ‘inflation in food and household essentials’”, further adding that “inflation is putting a ‘strain on the consumer wallet.’” Read more →

NDR Dynamic Allocation Strategy February 2024 Update

BY BRIAN SANBORN

Dynamic Allocation Strategy, indicators, weightings update Read more →

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