Uncategorized

Are ESG (environmental, social and governance) factors critical considerations?

By: Dave Rudd Director of Sandbox Limited     Are ESG (environmental, social and governance) factors real considerations, or are they merely a marketing ploy? Before the rise of ESG (responsible investment, sustainable investment, whatever you want to call it), most ‘ethical’ investment involved the use of screens. Non-profits ‒ especially pension funds for religious groups ‒ Are ESG (environmental, social and governance) factors critical considerations?

Video of Berkshire Hathaway vs S&P 500

A Sandbox Comparison of Berkshire Hathaway Versus S&P 500

By: Dave Rudd Director of Sandbox Limited A user provided some interesting observations when comparing the iconic Berkshire Hathaway Vs S&P 500 investment themes using the Sandbox visual portfolio app. Firstly, we give you the S&P 500. This is a highly diversified mainly large cap US equity strategy and is the standard for institutional investors and A Sandbox Comparison of Berkshire Hathaway Versus S&P 500

Blending CTAs with Equities; an interactive discussion with James Rider

JAMES RIDER of fxvolresearch on video describing what to look for when integrating CTAs with equities. He uses the Sandbox interactive app to illustrate his thesis. While the normal discussion is that the use of CTAs moderates equity volatility, he flipped the thesis by saying CTAs should use S& P500 to moderate CTA volatility. Touche!

BLEND: CTA Mix + S&P 500 TR Index 50-50 Split

Analysis from May 2005 – April 2024 CTA Mix is an equally weighted portfolio of three distinct CTA strategies. Each manager implements systematic strategies but with differing allocation drivers and time horizons. The three managers are 1) Risk-On, Risk-Off, 2) Niche, and 3) CTA1. By: James Rider of FXvolresearch At a recent hedge fund conference BLEND: CTA Mix + S&P 500 TR Index 50-50 Split

QMIT Smart Beta comments on recent equity turmoil

Hi David Beach season & the summer doldrums have been rudely interrupted by the ill-timed implosion of the Yen Carry trade on the back of the AI Momentum crash. With YTD index gains evaporating (as we speak) this is a good time to revisit the value proposition of market neutrality which has delivered amidst the turmoil. Indeed, QMIT’s “Hedge Fund in a Box” EMN custom index is now QMIT Smart Beta comments on recent equity turmoil

Sandbox QMIT Smart Beta video

Sandbox QMIT Smart Beta video #videocontent: Our director David Rudd discussea Smart Beta strategies, portfolio construction tools and more with Milind S. – QuantZ Capital Management / QMIT https://lnkd.in/gfMamJJG

Tech Stocks…still worth the hype?

Are tech stocks still worth the hype in today’s volatile market? With fluctuating valuations and rapid technological advancements, investors are questioning the sustainability of tech stock growth. This article delves into recent performance metrics, key valuation drivers, emerging technologies, associated risks, and future trends to provide a comprehensive analysis of tech stocks’ current and potential Tech Stocks…still worth the hype?

Growth of Crypto. New Crypto Investments to watch

Cryptocurrency investments are gaining significant traction as we approach 2024. With the market’s rapid evolution, understanding both the opportunities and risks is crucial for informed decision-making. This article delves into the promising yet volatile landscape of cryptocurrency investments, highlighting emerging trends, potential risks, and strategies for mitigating those risks. Cryptocurrency Investments in 2024: A Promising Growth of Crypto. New Crypto Investments to watch

Growth of Illiquid Alternatives

Why are investors increasingly turning to alternative investments like real estate and private equity? The growing popularity of these investment options stems from their potential for higher returns and diversification benefits. In today’s market, traditional investments often fail to meet the evolving needs of investors, prompting a shift towards more dynamic and resilient alternatives. This Growth of Illiquid Alternatives