Excess Returns  cover image

Replicating Hedge Fund Strategies with Andrew Beer

Excess Returns

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Hedge Funds - What Are They Doing Right Now?

Hedge funds nailed the inflation trade. Short treasuries year along the US dollar are kind of the big trades. The view on hedge funds is that we're going to see these kind of like bear market rallies, but they're really, really serious problems. They take years to work out. So we see very conservative positioning across our portfolios and on the minute, we've been in crash protection mode for months now.

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