Geldzug – FUND MANAGER COMMENTARY – Bond vigilantes & drunk chickens

November 30, 2022

Our global macro hedge fund is in positive territory year to date (+18.99%), in stark contrast with global equities (-21.17%) and bonds (-17.51%). Our returns have been achieved in spite of the Bank of England during October effectively having to bail out the majority of the UK pension fund industry, which was by far and large the most entertaining event of last month… [read more]