The Daily Shot 6/24/16: Global Macro Currents Jun24

Posted by & filed under The Daily Shot.

71cba9aa-e131-4702-b47e-cef1dc00ec27

Greetings,  The UK voted to leave the EU: 51.8 to 48.2 in favor of Brexit. Below is the betting markets probability over time. Source: @PredictWise Here are the latest stats and the regional breakdown. Notice Scotland’s vote. Some are suggesting that Scotland will now ask for another referendum to leave the UK and rejoin the

Hedge Funds Gain +0.94% in May – Underperforming Indices Jun22

Posted by & filed under Hedge Fund Performance.

H

Hennessee Group LLC announced today that the Hennessee Hedge Fund Index gained +0.94% in May (-0.05% YTD), while the S&P 500 gained +1.53% (+2.59% YTD), the Dow Jones Industrial Average gained +0.08% (+2.08% YTD), and the NASDAQ Composite Index jumped +3.62% (-1.19% YTD). Bonds were positive on the month, as the Barclays Aggregate Bond Index gained +0.03%, (+3.46% YTD).

Opportunities in Developing World Healthcare Jun21

Posted by & filed under White Papers/ Thought Pieces.

DSC_1458

Healthcare is rising in importance within the developing world (defined as emerging and frontier markets) as these countries progress economically. A combination of aging populations, rising per-capita incomes, and increased investment in the sector are behind this change. Further, substantial investments in life sciences research in these countries over the past decade have started to yield products that are globally competitive. In this context we see four major trends creating a broad opportunity set for investing across selected healthcare subsectors in the developing world

The Daily Shot 6/17/16: Global Macro Currents Jun17

Posted by & filed under The Daily Shot.

208c8b54-5ee3-4031-9c78-d172910b37c2

Greetings,   First, a quick administrative note. When possible/appropriate, we provide a link to further reading on the subject. Sources (listed below each chart) that are underlined represent links. Also, we often show the Twitter handle for references, which is a unique identifier that makes it easier for readers to learn more about each source.