By: Dave Rudd Director of Sandbox LimitedA user provided some interesting observations when comparing the iconic Berkshire Hathaway Vs S&P 500 investment themes using the Sandbox visual portfolio app. Firstly, we give you the S&P 500. This is a highly diversified mainly large cap US equity strategy and is the standard for institutional investors and passive … Berkshire Hathaway Vs S&P 500
By: Dave Rudd Director of Sandbox Limited Foreign businesses have been pulling money out of China at a faster rate than they have been putting it in, says August data from the Chinese State Administration of Foreign Exchange. And what I’m now seeing is the absolute devastation of the Chinese economy. We’ve seen massive layoffs in … Threat of Politicization of Economy Drives Investment from China
By: Dave Rudd Director of Sandbox Limited Are ESG (environmental, social and governance) factors real considerations, or are they merely a marketing ploy? Before the rise of ESG (responsible investment, sustainable investment, whatever you want to call it), most ‘ethical’ investment involved the use of screens. Non-profits ‒ especially pension funds for religious groups ‒ … Are ESG (environmental, social and governance) factors critical considerations?
JAMES RIDER of fxvolresearch on video describing what to look for when integrating CTAs with equities. He uses the Sandbox interactive app to illustrate his thesis. While the normal discussion is that the use of CTAs moderates equity volatility, he flipped the thesis by saying CTAs should use S& P500 to moderate CTA volatility. Touche!
Analysis from May 2005 – April 2024 CTA Mix is an equally weighted portfolio of three distinct CTA strategies. Each manager implements systematic strategies but with differing allocation drivers and time horizons. The three managers are 1) Risk-On, Risk-Off, 2) Niche, and 3) CTA1. By: James Rider of FXvolresearch At a recent hedge fund conference … BLEND: CTA Mix + S&P 500 TR Index 50-50 Split
Are tech stocks still worth the hype in today’s volatile market? With fluctuating valuations and rapid technological advancements, investors are questioning the sustainability of tech stock growth. This article delves into recent performance metrics, key valuation drivers, emerging technologies, associated risks, and future trends to provide a comprehensive analysis of tech stocks’ current and potential … Tech Stocks…still worth the hype?
Cryptocurrency investments are gaining significant traction as we approach 2024. With the market’s rapid evolution, understanding both the opportunities and risks is crucial for informed decision-making. This article delves into the promising yet volatile landscape of cryptocurrency investments, highlighting emerging trends, potential risks, and strategies for mitigating those risks. Cryptocurrency Investments in 2024: A Promising … Growth of Crypto. New Crypto Investments to watch
Why are investors increasingly turning to alternative investments like real estate and private equity? The growing popularity of these investment options stems from their potential for higher returns and diversification benefits. In today’s market, traditional investments often fail to meet the evolving needs of investors, prompting a shift towards more dynamic and resilient alternatives. This … Growth of Illiquid Alternatives
How do geopolitical events affect market volatility? Recent examples like trade wars and regional conflicts illustrate their direct impact on stock markets. These events disrupt supply chains, alter trade policies, and shift investor sentiment, leading to significant market fluctuations. Understanding these dynamics is crucial for investors aiming to navigate the complexities of today’s geopolitical landscape. … Discussion of Impact of Geopolitical Events on Markets
By: Dave Rudd Director of Sandbox Limited Interest rates started going up in December 2015, when the U.S. Federal Reserve made its first rate increase in a decade under former Fed Chair Janet Yellen. That hike was from a range of 0% to 0.25% to a range of 0.25% to 0.5%. By July 2023, rates were … Market Impact of Future Rate Cuts