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MONTHLY NEWSLETTER – AUGUST 2022

September 1, 2022

A summary of key events and market trends during the month of August August was a month of two...
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Bloomberg TV – The upcoming Jackson Hole meeting will be critical in determining market direction for the next few weeks. As much as peak US inflation is likely behind us, it might be too early for the FED to pivot dovishly, putting short term pressure on asset valuations. Here are our views on the subject during the live TV interview of our Founder & CEO Massimiliano Bondurri from today with Bloomberg LP.

August 25, 2022

Bloomberg TV – July and the first weeks of August have been great months for Western equities, with Nasdaq recovering over 20% from its June lows. What should global investors expect going forward? Is it time to book profits? Will the FED really pivot so quickly, fueling the current risk-on rally?

August 19, 2022

MONTHLY NEWSLETTER – JULY 2022

August 1, 2022

A summary of key events and market trends during the month of July July saw one of the best months...
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Citywire Asia – SGMC Capital targets $1bn in AUM in the next two years

July 26, 2022

Negocios TV – Massimiliano Bondurri | Global markets are still digesting the high American inflation print from last week, but could we finally be close to the much anticipated inflection point for price pressures?

July 19, 2022

MONTHLY NEWSLETTER – JUNE 2022

July 8, 2022

A summary of key events and market trends during the month of June Another leg down for global equity markets...
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Bloomberg TV – SGMC’s Bondurri: Fed Can’t Change Its Mind

June 29, 2022

Bloomberg TV – SGMC’s Bondurri: Starting Allocating Back to Fixed Income

June 9, 2022

MONTHLY NEWSLETTER – MAY 2022

June 1, 2022

A summary of key events and market trends during the month of May Most equity markets closed May relatively flat...
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