Why Long/Short Equity Is The New 60/40

HedgeD

İçerik Nick Taylor, Morgan Creek Capital Management, and LLC tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Nick Taylor, Morgan Creek Capital Management, and LLC veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.

3y ago 1:11:00

MP3•Bölüm sayfası

In this Back-To-School edition of HedgeD, we breakdown why we think long/short equity might be the new 60/40. We think the outlook for stocks and bonds looks pretty bleak considering the starting point offered by prevailing valuations. And as central banks pullback emergency stimulus measures implemented during the pandemic, and inch closer to tightening monetary policy, market tailwinds could quickly turn into market headwinds. Like the early 2000s when the Tech Bubble deflated, we think high quality long/short equity strategies can not only help protect capital, but potentially provide a much needed source of positive return in the face of potential losses elsewhere. Tune in to hear the rationale behind this view, and, as always, any feedback – good, bad or indifferent – is welcome.

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