Priced for Perfection; Show Me the Hedge (Again)
There are recessions and there are soft landings. And once in a blue moon, you may even come across a perfect landing. So perfect, in fact, that it justifies the exuberant behaviour arguably displayed by most asset classes today. This month we do our best to try to explain this. The only problem is, we don’t believe in Nirvana. In the second essay we follow up from a previous story as more evidence supports our long-held view that many hedge funds do not offer the qualities they claim to deliver.
Open this issue (PDF)Preview
Investment Megatrends
Our investment philosophy, and everything we do at ARP, is driven by the long-term Investment Megatrends which are identified and routinely debated by our investment team.
Related Investment Megatrends
Our investment philosophy, and everything we do at ARP, is driven by the long-term Investment Megatrends which are identified and routinely debated by our investment team. Read more about related Megatrend/s for this article: