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Macro Regime 2022 Vintage Marches into 2023

By: Altegris Research (Curators) on 1/6/23 2:00 PM

Weekly Round-Up
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Weekly Round-Up: Issue 010623

 
REVIVAL OF CARRY AND VALUE

Return of the Quant | Zero Hedge/Morgan Stanley

 

 
Systematic Trend

Managed Futures: A Risk-Off Solution? | CFA

 

 
Illiterate Fed

Recessions Hidden Behind Obvious Biases, Outdated Dogma | RealClear Markets

 

 
BREIT

Blackstone’s BREIT Gets $4 Billion California Injection | Bloomberg

 

 
Too Much Structure

Private Markets Don’t Like to Go Down | Bloomberg 

 

 
Banner Year

Trend-followers make 27% in historic 2022 | Alternative Fund Insight  

 

 

Private Reductions

UK Pension Funds Turn to Illiquid Assets After Selling Spree | Bloomberg

 

 

Hedge Funds

Top Hedge Fund Interviews of 2022 | Alternative Fund Insights

 

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