The post Global Central Bank Positioning appeared first on Floating Path.
Let’s take a glance through the cross-hairs at this scope of global central bank positioning from Nomura.
The U.S. Federal Reserve and the Bank of England are both currently in strong economic cycles (one might argue…) and employing dovish monetary policy, but are shifting more hawkish. The European Central Bank is currently in a weak economic cycle, but is also dovish, and becoming more so.
Electron Capital Partners' flagship Electron Global Fund returned 5.1% in the first quarter of 2021, outperforming its benchmark, the MSCI World Utilities Index by 5.2%. Q1 2021 hedge fund letters, conferences and more According to a copy of the fund's first-quarter letter to investors, the average net exposure during the quarter was 43.0%. At the Read More