1 day ago

Is inflation transitory or permanent?

Bank of America ran a survey asking investors if they thought that the inflation was transitory or permanent. 72% of the surveyed investors believed that we are only experiencing a transitory inflation, while the rest thought that it was here to stay. While the Fed seems to believe in the first alternative, there are no significant certainty backing up this assumption. Portfolios will likely need to be adjusted to face a inflationary scenario and go for a more aggressive approach. 

#Macro
Is inflation transitory or permanent?

2 days ago

Cryptos and commodities are not that popular anymore

Search activity for cryptocurrency and commodity has greatly diminished, after a peak in May. Call options have seen a popularity spike in the last weeks along with swing trading and bull spread. 

Cryptos and commodities are not that popular anymore

10 days ago

Which themes will offer the highest risk-adjusted returns in 2021?

According to the Asset Allocation Survey 2021, which asked investors where to invest for profit this year, ESG, transformative technology and healthcare & biotech will be the top themes to offer superior risk-adjusted returns.

#Stocks
Which themes will offer the highest risk-adjusted returns in 2021?

16 days ago

70% of stock pickers outperformed the Russell 1000 in May

According to Bank of America, this is one of the best month in history for active fund managers, as their strategies beat the overall market. February was even stronger, with 70.3% of stock pickers beating the market. These two months are now the strongest month in history since 2007. As a comparison, in the past 12 months, only one third of active managers had managed to beat the Russell 1000. 

#Stocks
70% of stock pickers outperformed the Russell 1000 in May

20 days ago

Russia's soverign wealth fund is divesting all dollar assets (if it invested in Bitcoin that could be huge...)

 Russia's sovereign wealth fund (officially the National Wellbeing Fund) has decided to dump all of its dollars and dollar-denominated assets in favor of those denominated in euros, yuan - or simply buying precious metals like gold, which Russia's central bank has increasingly favored for its own reserves.

#Forex #Macro
Russia's soverign wealth fund is divesting all dollar assets (if it invested in Bitcoin that could be huge...)
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