Exchanges Man Group CEO Luke Ellis on hedge funds, quantitative strategies and lessons in leadership
22 snips
Jul 25, 2023 AI Snips
Chapters
Transcript
Episode notes
Regional Bank Risks
- Regional bank stresses aren't over, and their business models are challenged.
- Expect fewer regional banks in the future, potentially through a slow decline.
Japan and China
- Japan's inflationary boom presents exciting equity investment opportunities, while China offers alpha, not beta, returns.
- Japan embraces inflation after 30 years of stagnation, creating nominal growth.
Inflation Strategies
- Commodities and trend following are the top-performing strategies in inflationary environments.
- Timing is crucial for commodities; it’s not a buy-and-hold strategy.