Page 76 - Value Index News Today

Macro strategies delivered gains in an otherwise rocky month for investors, according to HFR.

Macro hedge funds posted strong, negatively-correlated gains in January as equity and fixed income markets suffered steep losses, while investors positioned for sharp interest rate increases and generational inflationary pressures to begin 2022, with investable HFRI 500 Macro Index advancing +1.35 percent for the month.

Value investor Nick Kirrage explains why investors should be wary of easy narratives to explain market moves.

Value investor Nick Kirrage explains why investors should be wary of easy narratives to explain market moves.

<p><span>Macro hedge funds posted strong, negatively-correlated gains in January as equity and fixed income markets suffered steep losses, while investors positioned for sharp interest rate increases and generational inflationary pressures to begin 2022, with investable HFRI 500 Macro Index advancing +1.35 percent for the month. The gains in Macro combined with narrow gains across fixed income Relative Value Arbitrage strategies partially offset weakness in higher-beta, directional s...

Miller Value Partners, an investment management firm, published its “Miller Deep Value Strategy” fourth quarter 2021 investor letter – a copy of which can be seen here.

Value investor Nick Kirrage explains why investors should be wary of easy narratives to explain market moves.

Value investor Nick Kirrage explains why investors should be wary of easy narratives to explain market moves.

Value investor Nick Kirrage explains why investors should be wary of easy narratives to explain market moves.

Value investor Nick Kirrage explains why investors should be wary of easy narratives to explain market moves.