David Friche met with Macro, Commodity, and Digital Asset managers, focusing on US election scenarios, fiscal policy shifts, and inflation risks, while positioning varied from “Trump trade” strategies to long-term bearish views amid weak European and slowing Chinese outlooks.

Discover the 'Ten Common Mistakes Investors Make When Allocating to Hedge Funds' as identified by Francois-Serge Lhabitant. From misunderstood correlations to over-diversification, this guide helps investors avoid pitfalls and enhance their hedge fund strategies for better returns.

The CB Global Commodity Portfolio (USD) has outperformed the SG Commodity Trading Index and global equities over the past five years. With seven specialized managers and negative correlation to equities and bonds, it delivered strong returns in 2022. More managers will be added soon.

After years of stagnation, commodities are surging, driven by supply shortages, global shifts, and geopolitical tensions. Stefan Steiner explains how commodity trading strategies have outperformed, providing diversification and risk reduction, and why this trend is likely to continue.

Richard M. Ennis questions the myth of endowment exceptionalism in his study of 41 large US endowments (2009-2023). Despite claims of structural advantages, he finds a 0.9% annual underperformance, with 12 out of 15 years trailing a customized benchmark.

Passive strategies thrived with strong markets and low fees, but a correction could limit returns. Active products aren’t the solution—consider absolute return strategies for better performance.

Stefan Steiner visited several hedge fund managers in Singapore, exploring the city's growing role as a financial hub amidst regional shifts, while India's rapid economic expansion continues to create new opportunities.

Join David Friche for an update on the Global Trading Strategy. Learn how global trading and macro strategies provide diversification, risk management, and opportunities in today’s unpredictable markets.