SuperReturn North America 2026
Public and Private Markets: The Return of Flexible, Blended Strategies On March 16th, ASG Capital participated in a panel discussion at SuperReturn North America 2026 in Miami, one of the leading conferences dedicated to private markets. The session, moderated by Alessandro Silvestro (Fundsight) and featuring Sharo Atmeh (Montauk Capital), provided an opportunity to exchange perspectives […]
ASG Capital 2026 US Fixed Income Investment View
2025 was plagued with macro and geopolitical uncertainty. 2026 is likely to continue in the same vein. Furthermore, the United States faces a new electoral timeline with the mid-term elections. With this backdrop in mind, the authorities cannot provide clear guidelines as to their future monetary policy direction. The trend of lower rates initiated in […]
New Narrative
Revenue and Value The ideal ‘steady’ portfolio mix is one which increases its value over the long term while generating an immediate revenue stream. For the last 50 years, one of the asset classes ticking these two boxes was Real Estate. Limited living space offered the possibility of both capital gain and rental income. However, […]
BarclayHedge Performance Award – ASG Dynamic Income Fund
We are pleased to announce that ASG Capital has been featured in BarclayHedge‘s Monthly performance rankings. ASG Dynamic Income Fund A1 USD has ranked into the TOP 10 in the Fixed Income – Long-Only Credit category for November 2025. Discover ASG Dynamic Income Fund Please note all content shared or expressed is for information purposes only and should […]
Waiting for further Rate Cuts in the US, a monetary ‘Lapse of Reason’
The Federal Reserve cut Fed. Fund rates recently by -0.25% for the first time in 2025. Harbinger of a more balanced approach, its chairman underscored the institution’s dual mandate, with an eye on keeping both inflation and unemployment in check. To support their decision, the Fed. relies on backward looking data such as CPI. To […]
BarclayHedge Performance Award – ASG Enhanced Income Fund
We are pleased to announce that ASG Capital has been featured in BarclayHedge’s Monthly performance rankings. ASG Enhanced Income Fund LP has ranked in the top 10 in the Fixed Income – Long-Only Credit category for May 2025.
The Narratives on US Short and Long-Term Rates
End of 2024, we outlined our projections for U.S. interest rate changes for 2025. We put forward the strong probability the trend of declining short-term rates initiated that year would continue, while pointing to a more volatile environment for long term rates. Six months on, this situation is very much on the cards, still. However, […]
Quantalys Five Stars Rating
La notation Quantalys, au-delà de la #performance du fonds, prend également en considération : sa #persistance, c’est à dire sa capacité à bien se comporter quelles que soient les conditions de marché, et l’#habilité du gestionnaire à faire les bons choix et bons arbitrages ayant pour effet de surperformer le panier d’indices moyen reconstitué par l‘analyse de style sur la même période.
ASG Capital for Hedgeweek: Expert Insights on Income Strategies & Market Trends
Watch our latest Q&A with Hedgeweek, we share our perspective on interest rate trends, the Federal Reserve’s cautious approach, and why U.S. dollar credit remains a key focus in our investment strategy.
Quantalys Five Stars Rating
La notation Quantalys, au-delà de la #performance du fonds, prend également en considération : sa #persistance, c’est à dire sa capacité à bien se comporter quelles que soient les conditions de marché, et l’#habilité du gestionnaire à faire les bons choix et bons arbitrages ayant pour effet de surperformer le panier d’indices moyen reconstitué par l‘analyse de style sur la même période.