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 in the top 10 in the Fixed Income – Long-Only Credit category for September 2024.
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 August 2024.
“I Got the Powell”
After indicating at Jackson Hole downward adjustments to interest rates were on the cards, the choice of Chairman Powell to go for a -0.50% Fed. Fund cut was ‘somewhat’ unexpected by its order of magnitude. During the press conference, a journalist perked up. He asked the Chairman how in July 2024 a -0.50% cut was […]
Follow the Narrative?!
September 2023, the narrative on US interest rates was pointing to 10year Treasuries heading for the 5%+ mark. Motivated by a well know financier, this turned out to be an excellent ‘call’. 10-year interest rates rode up a whisker away from this target in October. November 2023, we were in a very different place. The […]
The Yen Carry Trade
The beginning of August 2024 saw the biggest Japanese Stock Market draw-down seen in decades. To blame: the famous Yen Carry Trade. To give readers an insight into this phenomenon, this article will attempt to explain why the Yen Carry Trade has become a dangerous beast for world financial markets. Leverage is a double-edged sword. […]
Boiling a Frog
On July 7th, the French chose electoral uncertainty. With no clear majority, the French President, Mr Macron, can only hope for an administrative government to keep the country ticking over for a year, by which time he could resort, eventually, to a ‘new’ general election for a clearer political mandate. This paradigm will keep the […]
Turtoise on the Move
Fixed Income can be considered as the tortoise of the investment world, with a limited price volatility and a regular return stream. Nothing to write home about. However, this asset class is one of the most important. Pension funds depend on these instruments to cover their pensioner outlays. Life insurance wrappers depend on them for […]
Navigating Economic Signals: Yield Curve Inversion and Global Trade Dynamics
We can ponder as to the economic resilience, together with higher stickier inflation appearing in the American statistics. Most probably, these are carried by past and current extensive US deficits in preparation for an election year. When this ‘resilience’ is pitched against the VOLUME of Japanese and Chinese exports to Uncle Sam’ shores, it tells a […]
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 (share class A1 USD) has ranked number 10 in the Fixed Income – Long-Only Credit category for January 2024.
Optimizing Portfolio Dynamics: The Benefits of Private Markets in the Investment Sphere
In the world of investing, the choice between private and public markets stands as a pivotal decision for investors seeking an optimal allocation of capital. While public markets have long been the traditional avenue for investments, private markets have been gaining traction over the years revealing a host of advantages which are reshaping the investment […]