Why Long/Short Equity Is The New 60/40

HedgeD

Nick Taylor, Morgan Creek Capital Management, and LLC द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Nick Taylor, Morgan Creek Capital Management, and LLC या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

3y ago 1:11:00

MP3•एपिसोड होम

In this Back-To-School edition of HedgeD, we breakdown why we think long/short equity might be the new 60/40. We think the outlook for stocks and bonds looks pretty bleak considering the starting point offered by prevailing valuations. And as central banks pullback emergency stimulus measures implemented during the pandemic, and inch closer to tightening monetary policy, market tailwinds could quickly turn into market headwinds. Like the early 2000s when the Tech Bubble deflated, we think high quality long/short equity strategies can not only help protect capital, but potentially provide a much needed source of positive return in the face of potential losses elsewhere. Tune in to hear the rationale behind this view, and, as always, any feedback – good, bad or indifferent – is welcome.

Join the HedgeD, With A Capital “D” webinar series by contacting us at HedgeD@morgancreekcap.com

Visit us on the web at https://www.morgancreekcap.com/opportunistic-equity/

45 एपिसोडस

#Trading #Business #Nick Taylor #LLC #Morgan Creek Capital Management #Finance #Investing #Hedgefund