海外研报
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Benign credit, rate cuts: Who benefits in equity space?
Credit markets are in good health despite some distressed HYsituations, which continues to backstop equities. Amid a
海外研报
2024年07月25日
De-grossing, Positioning Declines, and Rotations...Meaningful in July, But Could be Nearly Over
HF performance / alpha drawdown and de-grossing…are we done yet? July was the first month for negative Eq L/S alpha this year and de-grossing reached fairly extended levels for Eq L/S and Multi-Strats in
海外研报
2024年08月06日
