by Jacques Lemoisson | Feb 8, 2021
The future is shaping fast under our eyes…. Asset Allocation without alternative assets would be laggards if these kinds of news occur too many times!! Share...
by Jacques Lemoisson | Feb 7, 2021
Renaissance’s Institutional Equities Fund, the biggest of the external vehicles, lost 19% in 2020, the letters show. That fund got the biggest chunk of the redemptions. The Institutional Diversified Alpha fund dropped 32% and the Institutional Diversified Global...
by Jacques Lemoisson | Feb 4, 2021
Though overall the U.S. is faring relatively well compared with other countries, the picture varies by individual states. Hawaii is headed for the key coverage level this year, with New York currently looking at summer 2022. Of course, we will have acceleration but...
by Jacques Lemoisson | Jan 31, 2021
According to Morgan Stanley’s prime brokerage, the drop in hedge funds’ exposure last Wednesday was historic, according to a rule of thumb for a normal distribution of statistical data. At 11 standard deviations away from the mean in data going back to 2010, this...
by Jacques Lemoisson | Jan 17, 2021
In 2019, the nation’s digital economy generated 35.8 trillion yuan ($5.52 trillion) of revenue, accounting for 36% of China’s GDP, according to the China Academy of Information and Communications Technology. All DM will taxe digital economy due to the widening of...
by Jacques Lemoisson | Jan 14, 2021
The lingering chip supply crunch could lead to a 5% year-on-year decline in production volumes for some carmakers in the first quarter this year, said UBS auto analyst Gong Min. We highlighted that the supply chain disruption due to the Trade war initiated in 2018 and...