February Market Update 2025
This month we discuss the violent equity rotation from the US and growth to Europe, EM, and value, America’s hard-line trade revisionism, falling bond yields, and developments in Ukraine.
Domestic bets drive Brazil hedge fund profits
Bedrock’s David Joory speaks to Hedge Funds Review about how Brazilian hedge funds have outperformed by staying market neutral and focusing on domestic stories. The central bank is betting lower interest rates and slower growth will dampen inflationary pressure.
Click here to read the Hedge Funds Review article
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