In today’s fast-moving financial world, investors are constantly looking for smarter ways to grow their money. One powerful approach combines creative idea generation, advanced optimisation models like Black-Litterman, and strong risk management. Together, these tools can help deliver better investment returns over the medium term. Let’s break down how this works. View Formation: The Power of Creative Ideas in View Formation Great investment strategies often start with fresh

Key Highlights: US equity markets recorded their best September since 2010, with the S&P 500 rising 3.5% and the Nasdaq gaining 5.6%....

Key Highlights: US Producer Price Inflation  rose to 3.3%, marking the largest monthly increase since March 2022. The S&P 500  posted...

Key Highlights: Longer-dated government bond yields  rose across markets during the first half of the year, reflecting higher borrowing...

Key Highlights: The  Trump pivot on tariffs  marked a shift from a broad deal-making agenda to interim agreements, with a 10% tax...

Key Highlights: U.S. equities posted strong gains, with the S&P 500 rising 9.6% and the Nasdaq advancing 10.2%, supported by strength in...

Key Highlights: Market volatility  resurfaced in April, with the S&P 500 falling over 10% at one stage before closing down just -0.76%....

Key Highlights: The Trump Administration’s accelerated domestic agenda signals a strategic retreat from global roles in favour of...

Key Highlights:  Market volatility  increased in February, with the S&P 500 declining by 3% amid geopolitical uncertainties and economic...

Key Highlights:  US Real GDP growth  reached 3.2%, exceeding global peers, prompting the Federal Reserve to keep interest rates on hold...

Key Highlights:  December saw record inflows into US equities , driven by optimism around domestic rebuilding policies. Valuations...

Key Highlights The decisive victory of Donald Trump in the US presidential election has fuelled optimism in equity markets, driven by...

October proved to be a roller coaster month for risk assets and portfolios overall as liquidity and positive sentiment raised valuations...

No matter how the results play out, September’s 0.5% rate cut by the United States Federal Reserve will mark a turning point for markets....

Gone are the days of a gentle August it seems. During the month, for a short period, equity market volatility denoted by the VIX Index...

Events surrounding the forthcoming US election and their implications pushed and pulled markets during July for the first time in several...

A confluence of the business and debt refinancing cycles and some subtle electioneering from the US Treasury in the form of fiscal QE...

May proved a more positive month than April for risk assets. Notably, industrial commodities surged ahead with mainstream equities...

Overall, April marked further progress at portfolio level, although it must be noted that volatility made an unwelcome return.  In a...

The first quarter 2024 has been positive for investors in Alpha Beta Partners portfolios.  March witnessed some important milestones –...