What’s wrong with the Hedge Funds

What’s wrong with the Hedge Funds?

As often we refer to the Hedge Funds Research to have the big picture about what’s going on, in one of the most complicated sector of the alternative investment industry. The figures of last year resemble very much to year 2009, the difference this time is that 2014 hasn’t been a year of global crisis,...

Real Estate global market growth is here to stay

Global real estate market growth is here to stay!

On its last Global Housing Watch, the IMF continues to be optimistic about this important investment asset class. There are different reasons why this year house prices will continue to rise, faster than last year. Driven by a stabilized economic growth in many developed countries and stabilized commodity prices in many developing countries, the perspective...

negative rates

Economic slowdown! What if the Fed imposes negative rates?

After the huge financing operation put in place by the FED in 2008-2009, lending $7.5 Trillion to the banks at a 0.1% interest rate, we were introduced to the toxic assets purchasing program (Capital Purchase Program) by the Us Department of the Treasury, a $700 Billion of distressed assets buying program. Afterwards we had the...

How low can the European banking stocks go?

How low can the European banking stocks go?

It’s not the first time we see the European banking stocks in a free-fall. It was worse in 2008. The problem is, we haven’t seen the banking shares rallying since that time. Right now, you can buy some of the European banks shares like Deutsche Bank, Credit Suisse, Societe’ Generale at the cheapest price in...

Should you worry about this global market sell-off ?

Should you worry about this global market sell-off ?

The bear market, in which global stock markets entered this week, is something many hedge fund managers were waiting for. It’s not a 10% correction just like it was the one of last summer. It’s a more than 20% correction. This is what many technical analysts consider, the first step of a larger bear market....