The US economy likely grew at its fastest rate since the start of the expansion in 2009, yet earnings forecasts are now falling at the fastest pace since 2009. The catalyst: fracking oil prices.
While all eyes remain on European deflation, don’t be surprised to see US headline inflation post a negative print in the coming quarters. The implications for global yields and asset prices could be significant.
Assets in private equity and venture capital strategies have seen significant growth in recent years. In comparison, assets in the hedge fund industry have experienced slowing growth rates. Q2 2021 hedge fund letters, conferences and more Over the six years to the end of 2020, hedge fund assets increased at a compound annual growth rate Read More