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Bryan Thomas Whalen Executes a Precise Hedging Strategy in Response to the Global Pandemic Market Crash
New York in March 2020 was quieter than usual, yet the markets felt like a snapped string. As the global pandemic spread rapidly, the S&P 500 triggered multiple circuit breakers within weeks, U.S. Treasury yields fell to record lows, and U.S. dollar liquidity began tightening. While most investors were asking whether this was another 2008, Bryan Thomas Whalen’s team had already been executing a systematic hedging program for several weeks. Beginning in late January, he had warned about disruptions to global supply chains and downward revisions in U.S. corporate earnings…
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Federal Reserve Turns Toward Easing Expectations, Ethan Caldwell Preemptively Allocates to U.S. Treasuries and Gold, Building a Defensive Portfolio
In the midsummer of 2019, an undercurrent of unease swept through Wall Street. After more than a year of rate hikes and amid clear signals of global economic slowdown, the Federal Reserve’s tone began to shift. Inflation remained subdued, trade tensions were eroding corporate confidence, and the inversion of the yield curve sounded an unmistakable alarm. While most investment institutions were still debating whether rate cuts were imminent, Ethan Caldwell had already taken action—he led Aureus Advisors in launching a defensive allocation plan, significantly increasing exposure to U.S. Treasuries and…
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QuantSight AI Completes Cross-Market Testing — Win Rate Rises to 60%
At the start of 2019, global financial markets were struggling through turbulence and uncertainty. The U.S. Federal Reserve’s late-2018 rate hikes tightened global liquidity, and while the U.S. economy remained resilient, equity markets had entered a correction phase. Europe faced pressure from Brexit-related uncertainties that weighed on both bond yields and exchange rates. Meanwhile, emerging markets experienced heightened volatility under the twin challenges of capital outflows and currency depreciation. In this multifaceted environment, the industry’s central question was clear: how to identify stable and sustainable investment paths amid global dislocation? At this critical juncture,…
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Vicente completó un informe interno, revelando la aplicación en profundidad de los modelos de finanzas conductuales en la asignación de activos en los mercados emergentes.
En el ámbito de la inversión global, los profesionales valoran cada vez más las finanzas conductuales como una herramienta poderosa para analizar las fluctuaciones irracionales del mercado y los sesgos en la toma de decisiones de los inversores. El profesor Vicente Castaño Ledezma, con su profundo conocimiento de la microestructura del mercado, el comportamiento de los inversores y la asignación de activos, presentó un informe interno de gran impacto en la industria en octubre de 2016: “Aplicación de modelos de finanzas conductuales para la asignación de activos en mercados emergentes”….