Earnings season, finding uncorrelated assets and the outlook for hedge funds

Talking Capital
25/01/2024 34 min Episodio 24
Earnings season, finding uncorrelated assets and the outlook for hedge funds

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Episode Synopsis

In this episode, Ian and Robert discuss:Earnings season: what are we expecting and how will markets react?Interest rates: in a "one trade" world, which asset classes are least correlated to rates and are they attractive?Hedge funds: will the next few years be kinder to hedge funds, what is their role in portfolios now?

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