The first half of the year was a marked change from recent market and economic behavior. Inflation, led by rising energy and food prices, emerged as the dominant economic force -- drowning out even Covid and the Ukraine as a news leader. Green shoots of cooling inflation have emerged, however,
Listen as Francisco J. Bido, Lead Portfolio Manager at F/m Integrated Alpha, addresses the question, "Is Technology the New Value Investment?" Francisco reviews the current tech sector environment, tech evaluations, the position that many techsecurities are in this year and how he is positioning his strategies accordingly.
https://soundcloud.com/fmacceleration/integrated-alpha-risk-management?utm_source=clipboard&utm_medium=text&utm_campaign=social_sharing Transcript FRANCISCO BIDO: Hello, this is Francisco Bido, lead portfolio manager for the Integrated Alpha strategies. As you are surely aware, there's war in The Ukraine. You might be asking if there have been any significant changes in the portfolio and the answer is no, it's just a resounding
Point number one: Equities, in general, do well historically in inflationary environments. If inflation is real and not transitory, equities are likely a good investment versus say fixed income. Second point: Our momentum-based approach to equity selection results in a portfolio that is very well designed to outperform in inflationary environments.
Economic Context The recovery is still in play but has lost some of its momentum due to three primary issues: The COVID pandemic is controlled but not yet a thing of the past.Fiscal uncertainty in Washington – e.g., infrastructure bill, green initiatives, etc.Our dependence on an embattled global supply chain.
Credit: Lisa Fu - Fund Fire FundFire on Fm AccelerationDownload - PDF Consolidation in the asset management industry has led some portfolio managers to question the future of their teams and enlist third-party support to leave parent companies. In November, three third-party assisted transactions were announced. Los Angeles-based RIA Lido