Podcast #9: Is Inflation a Necessary Evil?
Short and concise analysis on concepts or recent events in the financial markets from the ASG Capital Team. https://youtu.be/2qGgWqGZa8s Transcript: This podcast asks the question if inflation is a necessary evil. Since the beginning of organized monetary systems, inflation has been with us. At times it’s been caused by a temporary mismatch between demand and […]
Podcast #8: Be Aware of a Change in Sentiment
Short and concise analysis on concepts or recent events in the financial markets from the ASG Capital Team. Transcript: This podcast is entitled Be aware of a change in sentiment. 2022 was a very poor year for the performance of many assets. Some of the drawdowns range from severe to historic. January 2023 kicks off […]
Challenging environment creates opportunity in fixed income
Article published by Hedgeweek – The extreme volatility and unprecedented uncertainty precipitated by the past year’s events have seen investors focus shift from yield hunting to one of capital preservation…
Podcast #7: Fat Cats and Starving Dogs
Short and concise analysis on concepts or recent events in the financial markets from the ASG Capital Team. Transcript: The topic of today is about fat cats and starving dogs. Fat cats is a term to describe the rich and powerful. Starving dogs are aspiring to be fat cats, but are far from getting there. […]
Podcast #6: Europe’s Future
Short and concise analysis on concepts or recent events in the financial markets from the ASG Capital Team. Transcript: The topic of today is a general outlook on Europe’s future. During the 1960s, the United Kingdom went from having it so good under Harold Wilson to being the sick man of Europe at the end […]
Podcast #5: FOMC Meeting
The ASG Podcast is a short and concise analysis on concepts or recent events in the financial markets from the ASG Capital Team.
Podcast #4: Potential Recession Coming
Short and concise analysis on concepts or recent events in the financial markets from the ASG Capital Team. Transcript: The topic of today, December 2022, is about the possibility of a US recession coming to us in the coming year. A recession or slowing economic activity is usually represented by a reduction in aggregate demand […]
Back to Basics, Fixed Income Opportunities 2023
December is the time of the year to look back and reflect. 2022 has been awful for U.S. bonds and Fixed Income assets generally. When we refer to the fundamental math of bond returns, this would point to 2023 being a better year, without repeating the historical level of losses of 2022. The fundamentals To […]
Podcast #3: Long term bonds
The ASG Podcast is a short and concise analysis on concepts or recent events in the financial markets from the ASG Capital Team.
Podcast #2: Cash management
The ASG Podcast is a short and concise analysis on concepts or recent events in the financial markets from the ASG Capital Team.