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Jacob Mitchell - 1 Peter Laurelli - 1 Laurelli - 1 Alison Savas - 1
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Antipodes Partners - 2 Federal Reserve - 1 Service - 1 Nasdaq - 1 Research - 1 Financial Times - 1 Nvidia - 1

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☆ Details in U.S. inflation print didn't show what's needed for September rate cut, CIO says
  + stars: | 2024-05-16 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDetails in U.S. inflation print didn't show what's needed for September rate cut, CIO saysJacob Mitchell, CIO and founder at Antipodes Partners, discusses the components of the latest U.S. consumer price index and what they mean for the Federal Reserve.
Persons: Jacob Mitchell Organizations: Antipodes Partners, Federal Reserve
☆ Hedge funds are reeling from some of the worst outflows since the Great Recession and managers are shunning Wall Street – even as a bull market reigns
  + stars: | 2023-07-14 | by ( Joseph Wilkins | ) www.businessinsider.com   time to read: +3 min
For twelve consecutive months, the sector has experienced net outflows – coupled with the worst May since 2009. The industry's total Wall Street exposure has fallen to the lowest in over 10 years – despite US stocks enjoying a remarkable 2023 bull run. Get the inside scoop on today’s biggest stories in business, from Wall Street to Silicon Valley — delivered daily. "The net outflow in May 2023, while not generally large, was the largest net outflow value we've seen." "Attempting to be blunt…there was little evidence of meaningful new interest in hedge funds in May."
Persons: Peter Laurelli, Laurelli, Alison Savas Organizations: Service, Nasdaq, Research, Financial Times, Antipodes Partners, Nvidia Locations: Wall, Silicon, Australia, Europe
☆ Aggressive central bank easing will return within 18 months, CIO says, naming stocks to buy
  + stars: | 2022-11-28 | by ( Jenni Reid | ) www.cnbc.com   time to read: +2 min
Overly loose fiscal and monetary policy during Covid-19 was a "mistake," according to the chief investment officer of asset management firm Antipodes Partners. I think, though, we're probably in a different regime where we have to expect greater volatility around not just inflation but economic growth," he said. So we think there's a fair amount of downside on the S & P EPS [earnings per share] numbers." "The digital industries business is a really good software-hardware factory automation business, and decarbonization is all about reengineering supply chains. So a lot of investment is required, and Siemens I think benefits from that," he said.
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