Near-Record Sovereign Debt: Cyclical Savior and Potential Risks
SECOR’s Edgar Sullivan, CFA, shares his thoughts on the recent build up in sovereign debt globally and assesses the potential impacts…
SECOR’s Edgar Sullivan, CFA, shares his thoughts on the recent build up in sovereign debt globally and assesses the potential impacts…
SECOR’s Parth Purohit, outlines the extraordinary moves that the UK market has recently experienced following the announcement of the new Prime…
SECOR’s Bo Brownlee, CFA, explores the gaps in accounting standards, more specifically those related to expensing intangible outlays.
SECOR’s Bo Brownlee, CFA, explores the steps that active equity managers can take to increase their odds of selecting an outperforming…
SECOR’s Edgar Sullivan, CFA, summarises the important changes in the global macroeconomic backdrop over the past fifty years.
SECOR’s Edgar Sullivan, CFA and Anja Needham, CFA, explore the impact and exposure of geopolitical risks in China.
SECOR’s Edgar Sullivan, CFA, explores the similarities and differences in stagflation in the current global economy versus four decades ago.
SECOR’s Angela Xu, CFA, explores how hedge funds are uniquely positioned to navigate both current and future inflationary market rotations.
In a recent article for Investment Week, SECOR’s Bo Brownlee, CFA, takes a deeper dive into the illiquidity premium in private…
Dmitri Smolansky, head of portfolio management and lead portfolio manager of SECOR’s equity hedging strategies, addresses the potential impact to the…
SECOR’s Head of Portfolio Management, Dmitri Smolansky, explores the risks associated with the current transitory inflation environment.
SECOR’s Bo Brownlee, CFA, takes a deeper dive into the gap between Growth and Value stocks.