So Much Nonsense; Show Me the Hedge
The performance of stocks and commodities is likely to de-couple sooner or later and the key to performance will once again be to correctly assess where we are in the economic cycle. This is the focus of our first essay. In our second essay, we take a closer look at a recent UBS study which confirmed our long-held view that certain types of hedge funds have been designed more for the benefit of the manager than investors.
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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: