Category Archives: Current Events

Forecasts for Q2 GDP: Its all about the inputs…

Posted on June 4, 2018 by Gemmer Asset

The Atlanta Fed, who maintains a model that attempts to estimate future US GDP data releases came out with their latest Q2 forecast:     This estimate is definitely an outlier.  Consensus among top economists is that growth will come in around 3.2% (blue line above).  And the New York Fed’s own model is predicting a 3.3% print.  If the Atlanta Fed’s 4.8% number holds however, it would be the best real quarterly growth since…
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Are Hedge Funds Unfairly Criticized?

Posted on June 1, 2018 by Gemmer Asset

Cliff Asness from AQR put together a very interesting piece rebutting some of the negative press surrounding hedge fund returns.  The gist of the piece is that the financial press misses the mark when criticizing hedge funds.  They inevitably compare something with a beta of far less than 1 (hedge funds) to something with a beta of 1 (the S&P 500 or the market).  While there are perfectly valid criticisms of hedge funds, not keeping up…
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Recent ETF Flows

Posted on May 30, 2018 by Gemmer Asset

There have been some interesting things happening with ETF flows over the past month or so.  Below is a chart of some of the larger country ETF in/outflows over the past month (all asset classes – equities, fixed income, currency, etc):     As questions surrounding Italy’s debt load become the topic du jour, Eurozone focused ETFs have borne the brunt of investors’ concern… If you count regionally focused Eurozone ETFs as well as specific European…
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Interesting Reads for June 23rd

Posted on June 23, 2016 by Gemmer Asset

Every once in a while we plan to post links to articles we happen to be reading. Generally the topics will be investment related, but hopefully our interests stray at times. ...
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Interesting Reads for June 6th

Posted on June 6, 2016 by Gemmer Asset

Every once in a while we plan to post links to articles we happen to be reading. Generally the topics will be investment related, but hopefully our interests stray at times....
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Interesting Reads for May 19th

Posted on May 19, 2016 by Gemmer Asset

Every once in a while we plan to post links to articles we happen to be reading. Generally the topics will be investment related, but hopefully our interests stray at times....
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Interesting Reads for May 9th

Posted on May 9, 2016 by Gemmer Asset

Every once in a while we plan to post links to articles we happen to be reading. Generally the topics will be investment related, but hopefully our interests stray at times....
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Interesting Reads for April 25th

Posted on April 25, 2016 by Gemmer Asset

Every once in a while we plan to post links to articles we happen to be reading. Generally the topics will be investment related, but hopefully our interests stray at times....
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Interesting Reads for April 20th

Posted on April 20, 2016 by Gemmer Asset

Every once in a while we plan to post links to articles we happen to be reading. Generally the topics will be investment related, but hopefully our interests stray at times....
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Interesting Reads for April 18th

Posted on April 18, 2016 by Gemmer Asset

Every once in a while we plan to post links to articles we happen to be reading. Generally the topics will be investment related, but hopefully our interests stray at times....
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