INSIGHTS

Key ASG Capital insight's on today's main issues

Latest Insights

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.

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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

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yen
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

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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

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Outlook

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

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Events

Availability of the UCITS Funds on Generali

We are pleased to announce that ASG Capital has been featured in BarclayHedge’s Monthly performance rankings. ASG Enhanced Income Fund LP has ranked number 10 in the Fixed Income – Long-Only Credit category for July 2023.

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