Browse the world's most comprehensive database of hedge fund investor letters, sorted by recent quarter. Access primary source research from leading institutional managers.
Browse the world's most comprehensive archive of hedge fund manager letters. Access primary source research from leading institutional managers, sorted by reporting period.
Reams Asset Management sees Kevin Warsh's Fed appointment as ending decades of asset price support policies. The manager expects increased volatility as Warsh allows markets to reprice risk, but views this as ultimately positive for the economy. Current positioning remains cautious, reflecting the long-held belief that asset markets lack adequate risk premium amid multiple destabilizing global economic currents.
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Reams Asset Management sees Kevin Warsh's Fed appointment as ending decades of asset price support policies. The manager expects increased volatility as Warsh allows markets to reprice risk, but views this as ultimately positive for the economy. Current positioning remains cautious, reflecting the long-held belief that asset markets lack adequate risk premium amid multiple destabilizing global economic currents.
