It was a long discussion with some “tarrified” investors. The conversation zig-zagged across the usual suspects – markets, macro, and moments of comic relief. Several key themes dominated the session, reflecting the push and pull that defines today’s investing landscape. After a historic six-day sprint that had the widely-watched S&P 500 surging with impressive momentum,…
Big April swings
I came across this update while having my breakfast. Hedge funds delivered mixed results in April, with equity hedge strategies leading the way as they navigated a month marked by historic market volatility and sharp swings in investor sentiment, according to data from Hedge Fund Research (HFR). Our portfolios did better than expected in April….
A pause for Wesak
I’m taking a day off from my usual work today, as it is a public holiday where I live and work. Wesak Day, also known as Vesak is the most significant day on the Buddhist calendar. It is observed across many Southeast Asian countries and in East Asia. It commemorates the birth, enlightenment and passing…
Investing alongside change
As a student of the markets, I read a wide range of reports daily. It is part of how I keep myself busy, informed, and continuously learning. The markets never stop evolving, and neither should we. One of the interesting pieces I came across recently was from Rick Rieder at BlackRock. Here is a summary…
Exploring Surya Namaskar
One of the things that meditators do every day is performing Surya Namaskar before each meditation session. Surya Namaskar, also known as Sun Salutation, is a series of yoga poses or postures performed in a sequence. It’s a traditional practice that originated in India. With the global spread of yoga, Surya Namaskar gained popularity outside…