Research, insights, and thought leadership from the GVS community.
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Shifts in central bank policies often mark new market phases, though predicting these inflection points is notoriously challenging. As economic priorities evolve, central banks must carefully balance growth, labor markets, and inflation‑easing rates enough to support growth without reigniting inflation. Amid these transitions, macro hedge funds play a unique role in diversifying risk within investment portfolios, particularly during periods of economic uncertainty.
The recent upturn in Japanese stock markets has drawn attention from domestic and overseas investors to Single Stock Options (SSO) . Originally listed in 1997 on both the Osaka Exchange (OSE) and the Tokyo Stock Exchange (TSE), SSO became part of OSE products after the 2014 merger to JPX. Together with Nikkei 225 and TOPIX derivatives, SSO has become one of the most significant equity derivatives in Japan.
It’s complicated: Return of the ‘R’ word derailing the Goldilocks trade. The good, the bad, and the not so ugly…
Building Resilience in a Turbulent Geopolitical and Economic Landscape – As uncertainty reigns, investors must balance caution with opportunity.
Access to options is more critical than when many of us started our careers. On an average day in 2024, the industry manages volumes that are roughly twentyfold a typical day at the turn of the century. Versus 2017, volumes have tripled. The catalysts are numerous. Fueled by technology, access and a broader understanding of this set of tools, the demand for optionality continues to grow.
Investors Set to Increase Hedgefund Equity Bets by Year-End