Month: July 2022
Update: 28-July-2022
Once again, our flagship fund, Anson Investments (AIMF), was listed as a Top 10 Hedge Fund by BarclayHedge in its Barclay Managed Funds Report.
For the 1st Quarter 2022, AIMF ranked 4th among Equity Long/Short funds in the BarclayHedge database in three year compound returns (from 1-Apr-2019 through 31-Mar-2022), returning an average of 32.17% net of all fees on an annual basis over the period.
Among the Top 10 Equity Long/Short funds in the ranking, AIMF had the highest AUM, the highest Sharpe Ratio (2.43%), the lowest drawdown (4%), and the third lowest correlation to the S&P 500 Index.
Thursday’s links
Wednesday’s links
- A Fed-induced recession is a medicine worse than the disease – FT Opinion
- Why the Fed Should Keep an Open Mind – Bloomberg Opinion
- US warns of surge in fuel costs & renews push for Russian oil price cap – FT
- U.S., Europe Dig In for Long Economic Standoff With Russia – WSJ
- Natural-Gas Prices Soar to 14-Year High – Barron’s
- How bad will the global food crisis get? – FT
- The Money Still Flows – Fed Guy *
* Also appears on the Recommended Articles tab
Tuesday’s links
- IMF slashes global growth forecast; raises inflation projections – FT
- Russia’s Hunger Games – Bloomberg Elements
- The Economic Mess We’re In – WSJ Opinion
- A Fed-Rate Surprise Could Be a Problem for the Stock Market – Barron’s
- ECB guaranteed economic slump; acquired dystopian political powers – Telegraph
- In the fog: Two implicit monetary theories – Daniel Neilson *
* Also appears on the Recommended Articles tab
Monday’s links
- German recession looms as business confidence slumps to two-year low – FT
- Putin, Natural Gas and Democracy – Bloomberg Elements
- The Central Bank Holding the Fate of Nations in Its Hands – WSJ
- Food Shortage Could Be Coming, Even in the U.S. – Barron’s
- Strict inflation targets for central banks have caused economic harm – FT Opinion
Friday’s links
- Eurozone business activity falls to 17-month low, raising recession fears – FT
- The Fed Is Failing in Four Ways – El-Erian in Bloomberg
- What a Strong Dollar Means for the Rest of the World – WSJ
- ECB Rate Hikes Risk Breaking the Euro—and Europe – Barron’s
- Govt bonds rally as weak business survey data darken outlook – FT
- Dollar Remains World Reserve Currency – Institutional Risk Analyst *
* Also appears on the Recommended Articles tab
Thursday’s links
Wednesday’s links
Tuesday’s links
- ECB to discuss ending negative rates with 50 bp move – FT
- US Dollar Bulls Are Looking Increasingly Like a Cult – Bloomberg Opinion
- Why falling gas prices won’t last – Barron’s
- Investors cut equity allocations to lowest level since Lehman collapse – FT
- Understanding Balance Sheet Capacity – Maroon Macro *
* Also appears on the Recommended Articles tab