News & Insights
Expert perspectives on markets, economies, and investment strategies from our research team.
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.
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
Follow the Narrative?!
September 2023, the narrative on US interest rates was pointing to 10year Treasuries heading for the 5%+ mark. Motivated by
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
Boiling a Frog
On July 7th, the French chose electoral uncertainty. With no clear majority, the French President, Mr Macron, can only hope
Turtoise on the Move
Fixed Income can be considered as the tortoise of the investment world, with a limited price volatility and a regular
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,