海外研报

Jefferies - Chris Wood - Tail wags dog_20241003

If anybody needed reminding that geopolitics remains the main risk to markets at present,

A Fertile Ground for Investment Returns

It is easy to feel nervous about the

GS--US Daily: Are Layoffs a Lagging Indicator? (Peng)

We find that over the last 60 years, initial claims led the unemployment rate by

september-2024-preliminary-hedge-fund-performance-report

Hedge funds were up on average 1.08% in September underperforming the MSCI World which was up 1.87%.