After a challenging July that saw investors sell off high-flying technology stocks, buyers returned to the market in August, bidding up risk assets across the board.
Allocators add new exposures for a variety of reasons; diversification, returns, risk mitigation, etc. Understanding this, what is the most over-owned and expensive sector today?
After a red-hot June built on expectations that the Federal Reserve may succeed at killing inflation without killing the economy, July saw investors begin to question the soft-landing narrative.
After a challenging July that saw investors sell off high-flying technology stocks, buyers returned to the market in August, bidding up risk assets across the board.
Allocators add new exposures for a variety of reasons; diversification, returns, risk mitigation, etc. Understanding this, what is the most over-owned and expensive sector today?
After a red-hot June built on expectations that the Federal Reserve may succeed at killing inflation without killing the economy, July saw investors begin to question the soft-landing narrative.
It looks like a big margin call started in Japan. The Japanese Yen has become a funding currency in recent years, a source of cheap financing with the proceeds reinvested in better returning assets – such as US$ listed AI stocks.
Sune brings 20 years of business and professional investment experiences across asset classes, investor segments and geographical locations to his work with Strategic Funds. Sune is the founder of an independent macro research company that provides distinct insights on global trends and related investment risks and opportunities. He is a partner with a US based think tank focused on research and advise for leaders in both the public and private sectors. He sits on the advisory board of a Swiss wealth and asset management group. He develops and manages investments for global families and entrepreneurs in his role as an Independent Asset Manager (IAM) with a Swiss based asset management business. He has developed a deep global bench of contacts across industries, and across his various business interests he can draw on a unique set of skillsets that enables him to provide actionable investment insights for optimal risk/return balancing. He provides The Strategic Funds group with perspectives on macro trends for the identification of risks and opportunities. He is available for conversations with clients and interested parties on global macro trends and how they can best deploy the Strategic Funds’ sets of strategies to protect and optimize their broader investment portfolios and navigate the ever-changing global landscape.
After a challenging July that saw investors sell off high-flying technology stocks, buyers returned to the market in August, bidding up risk assets across the board.
Allocators add new exposures for a variety of reasons; diversification, returns, risk mitigation, etc. Understanding this, what is the most over-owned and expensive sector today?
Consumer Spending: Are Consumers Tapped Out or Pushing Back?
Key Summary:
Sentiment towards the consumer and spending is about as negative as I’ve seen.
Assets...
Catalyst Funds
Rational Funds
Strategy Shares
