Strategic Content Perspectives & Ideas
Raising Assets in an Era of Rebalancing
Across the globe, allocators are reassessing and rebalancing their portfolios. Regardless of fund size, the desire to develop relationships and raise assets requires a renewed approach to branding, marketing and investor relations. Hedge funds that can effectively express their value proposition in this new regime are likely to develop new partnerships and strengthen their pre-existing relationships. The Capital Playbook 2023 provides key insights for marketing and investor relations strategy, talent, travel, and customized products.
When the Market Moves the Market: Drawdown Edition is the third installment of this series, reflecting on multiple dimensions of market structure and the capital markets landscape, including 1) the change in size and shape of different market structures amid whipsaw moves, 2) how this has impacted transparency, liquidity, and market breadth and depth, 3) the implications on capital formation and capital markets’ activity, and 4) what may shape the days and months ahead.
Up and to the Right...Right?
Lest we forget – 2020 is also an election year. So we went back and looked at market performance in election years dating back to 1980. While some of these trends are debatable, depending on the period of time you explore, a few things stood out.
The Icarus Rally
The S&P closed the week at 2836 – a level last hit in June 2019. It is up more than 20% off the March lows. But a few small things are different between June of last year and today.
Fixed Income Edition
When the Market Moves the Market: Fixed Income Edition is the second paper in a series on market structure. In this piece we answer 3 questions that are top-of-mind for investors across the board: 1) What do I need to know about changes in Fixed Income market structure?, 2) What are the biggest shifts in the last decade?, and 3) What does this mean for what lies ahead?
This publication examines the changes - some obvious, others more subtle - to the structure of the equity market over the past 10 years. It explores how much has changed across the who, where, why, what and how – and what some of the implications of these shifts have been.