Yen Breaks Below 107, Lowest Level Since 2014

Yen Breaks Below 107, Lowest Level Since 2014

The yen has fallen from 111 to under 106 in the past two days. This is the lowest level since October 2014. If the yen continues on this stronger trajectory, we will probably continue to see some underperformance from early and hyper cyclical stocks while it could act as a tailwind for cyclical stocks.



As Hedge Funds Dive Into Private Equity, Tiger Global Leads The Way

Screenshot 2021 09 16 15.33.10Assets 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




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