Earnings season, finding uncorrelated assets and the outlook for hedge funds
In this episode, Ian and Robert discuss:
Earnings season: what are we expecting and how will markets react?
Interest rates: in a "one trade" world, which asset classes are least correlated to rates and are they attractive?
Hedge funds: will the next few years be kinder to hedge funds, what is their role in portfolios now?
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.