Outlook
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
05/01/2025
INSIGHTS
Key ASG Capital insight's on today's main issues
Latest Insights
Events
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.
03/15/2025
Video
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.
02/19/2025
Events
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.
12/19/2024
Events
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.
11/04/2024
Events
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.
10/23/2024
Outlook
“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.
09/19/2024
Outlook
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
09/12/2024
Outlook
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
08/15/2024
Outlook
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
07/11/2024
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