Oscar de la Renta chose not to show at New York Fashion Week and instead streamed on Amazon. Is Amazon a suitable forum for a luxury brand? CEO Alex Bolen said, "I'm not sure. But we have to experiment with new ways to get our story out." https://lnkd.in/g4rZMxyb We launched our funds when Covid started and with the halt in travel and tough fund raising environment for emerging managers, we focused on performance and experimented with new ways to reach out to allocators, namely Linkedin posts and YouTube videos which can now be binge-watched on www.quantflix.com . True, some people say that with the positive fund returns last year for both our long-only equity and multi-strategy funds, and the China fund outperforming its benchmark by its annualized double-digit aim, it was expected that we would pass the $100m mark. But when times are bad, most new investment monies went to well-known funds that are much bigger with a marketing budget that we cannot afford. So every lit
We are not macro specialists but given half of our equities fund's exposure is in ASEAN now, we get this question with increasing frequency.
Our general observation is that consumers associate inflation strongly with food inflation especially in this part of the world where food still constitutes a large part of spending. Rice is the staple food in South East Asia and even though prices have gone up, it has been significantly less than the price increase we have seen in wheat, with supply directly impacted by the Russia-Ukraine war.Photo credit: Mom's display cabinet of travel knickknacks. The Matryoshka dolls show the positive correlation with the price of wheat. It's an occupational hazard to find patterns everywhere.
#foodinflation #asean #rice #hedgefund #correlation #patternrecognition
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