News & Blogs

Zero Hedge on the Death of Equity Hedge Funds

Details Created on Saturday, 10 May 2014 15:24 Written by Albert Ottoni Zero Hedge presented a very compelling analysis on Friday showing the weaker recent performances of global hedge-fund managers.  There are some statistical biases in the data, but nevertheless, they are worth noting on an aggregate scale. I like Tyler Durden’s opening to the data presented, “There’s “hedged” funds and then there’s this”… Zero hedge makes a compelling case that Equity Hedge fund managers have simply become a high cost version of their index-tracking ETF brethren… And performance advantages have dwindled… as style tilts (growth vs value for instance) […]

Read more

It’s Still All About U.S. Housing “Reflation”

Written by Albert Ottoni I am often dumbfounded that so-called astute economists and business media reporters still drink the U.S. Fed “guidance” cool-aid about what is still driving monetary policy decisions post crisis, as well as the jawboning ways that they in the FOMC manipulate policy perceptions under a guise of “increased transparency.” As David Stockman recently noted, one of the most deplorable aspects of Greenspan’s and Bernanke’s monetary central planning was the lame proposition that financial bubbles somehow can’t be detected, and that “the job of central banks is to wait until they crash and then flood the market […]

Read more

LenderLive: When will private-label securitization return?

The big question going around ABS Vegas It’s the $100 billion question: When and what will it take for private-label securitization to return in a meaningful way? By my count, this question was the subject of at least four separate panels here at ABS Vegas over the past two days and countless hallway and cocktail party discussions. Most of the panelists and attendees I encountered seemed to be optimistic that private-label issuance will grow and become more diverse in 2015. But none were willing to predict when it would hit the triple-digit level again. (In fact, one panel which had […]

Read more

Contact Us

Visit us

11 King Street West, Suite 1600
Toronto, Ontario M5H 4C7

Get in touch

call +1 (416) 309-7557
email info@taoasset.ca

Follow us

Our Location