Investment Committee (IC) meetings are both an opportunity and a pain for Chief Investment Officers (CIOs). This is where a brilliant idea may fall flat on its face due to insufficient clarity or visual perspective. With fast and interactive Proforma Building tool the CIO is no longer pitching a “cool” but abstract idea, but rather presenting a path to portfolio *evolution* with visuals and stats supporting it.

The typical question investors ask a fund manager is “What is the track record?” And while it is definitely important, looking at absolute returns of a single fund can be dangerously misleading.

In January we announced winners of 2021 Tactical Award Winners, and 15 managers made the list across a number of categories. Where are they now, 6 months into the difficult 2022?

Commodities have traditionally been an inflation hedge, and with growing concerns over rising prices expressed by many, including yours truly, we wanted to take a look at how managed futures strategies are doing in the current environment.

2021 is a year when many people have begun to enjoy a return to something like ‘normal’ life after the difficulties of 2020. And it certainly appeared like that for a while in financial markets – until recently – as many sectors bounced back and hedge fund strategies did well.

The equities keep charging forward as the first half of 2021 comes to a close, and hedge fund strategies performance in H1 seems to correlate to the amount of equites they hold. However, on Risk-Adjusted basis the picture is not so obvious.

Commodities have traditionally been an inflation hedge, and with growing concerns over rising prices expressed by many, including yours truly, we wanted to take a look at how managed futures strategies are doing in the current environment.

Commodity Managers are outperforming in the CTA pack of Nilsson Hedge indices through April 2021.

It appears that CTAs tend to outperform in the last quarter of US Presidential Election years. Will this effect hold true in 2020?

Reaching the midpoint for the year 2020 can be viewed as a positive because many people, I am sure, want this year to be over with as soon as possible. Yet, the end of H1 is a good point to pause and review the first half, and hopefully see some indication of what to expect in the second half. We’re going to take a look at the 7 largest Hedge Fund strategies in terms of AUM, courtesy of BarclayHedge.