by Max Wetzer | Oct 1, 2024 | Monthly Market Intelligence
Diversification is widely regarded as the only ‘free lunch’ for investors. By diversifying investments across different asset classes, investors can reduce their portfolio risk without sacrificing returns. The classical 60/40 portfolio (i.e. 60% equities...
by Max Wetzer | Sep 1, 2024 | Monthly Market Intelligence
In the shadows of the growing private equity market, Collateralized Loan Obligations (CLOs) are gaining traction. Although CLOs indirectly invest in the senior debt of similar companies, they offer a potentially distinct risk-return profile from private equity....
by Diederik Kappelle | Mar 1, 2024 | Monthly Market Intelligence
Private equity managers promote their funds to potential investors based on (strong) historical performance. However, an age-old adage tells us that “past performance does not guarantee future results”. Still, a private equity manager’s track record can be...
by Max Wetzer | Mar 1, 2024 | Monthly Market Intelligence
The performance of U.S. stocks over the past decade has been impressive, outperforming other developed countries by ~7% annually. Consequently, investors have no trouble continuing to place (concentrated) bets on the Stars & Stripes. However, from a historical...
by Koen van Mierlo | Feb 1, 2024 | Monthly Market Intelligence
Tactical choices in portfolio construction may induce sub-optimal results. Even if one were able to predict future economic developments perfectly, it remains a challenge to take advantage of them. If tactical choices aren’t the key to investment success, what...
by Max Wetzer | Oct 1, 2023 | Monthly Market Intelligence
The hedge fund industry is a fascinating and mysterious world. With smart strategies, the ‘rock stars’ of the financial sector aim to achieve stable returns with low risk, regardless of market conditions. With this, they pursue the holy grail of investing,...
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