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23 May, 2022
{ "CPT":{ "white-papers":"White Papers", "fulcrum-blog": "Fulcrum Blog", "news": "News", "gavyn-blog": "GD on Macro", "academic-research": "Academic Research" } }
Proxy Preview: Fulcrum’s votes at key AGMs this season
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09 May, 2022
{ "CPT":{ "white-papers":"White Papers", "fulcrum-blog": "Fulcrum Blog", "news": "News", "gavyn-blog": "GD on Macro", "academic-research": "Academic Research" } }
The carbon half-time show
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29 April, 2022
{ "CPT":{ "white-papers":"White Papers", "fulcrum-blog": "Fulcrum Blog", "news": "News", "gavyn-blog": "GD on Macro", "academic-research": "Academic Research" } }
Soaring commodity prices create winners and losers
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25 April, 2022
{ "CPT":{ "white-papers":"White Papers", "fulcrum-blog": "Fulcrum Blog", "news": "News", "gavyn-blog": "GD on Macro", "academic-research": "Academic Research" } }
Global markets driven by a huge real monetary shock
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19 April, 2022
{ "CPT":{ "white-papers":"White Papers", "fulcrum-blog": "Fulcrum Blog", "news": "News", "gavyn-blog": "GD on Macro", "academic-research": "Academic Research" } }
Performance Fees in DC – The Agency Problem
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30 March, 2022
{ "CPT":{ "white-papers":"White Papers", "fulcrum-blog": "Fulcrum Blog", "news": "News", "gavyn-blog": "GD on Macro", "academic-research": "Academic Research" } }
Has the Fed abandoned its average inflation target?
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23 May, 2022
{ "CPT":{ "white-papers":"White Papers", "fulcrum-blog": "Fulcrum Blog", "news": "News", "gavyn-blog": "GD on Macro", "academic-research": "Academic Research" } }
Proxy Preview: Fulcrum’s votes at key AGMs this season
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09 May, 2022
{ "CPT":{ "white-papers":"White Papers", "fulcrum-blog": "Fulcrum Blog", "news": "News", "gavyn-blog": "GD on Macro", "academic-research": "Academic Research" } }
The carbon half-time show
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29 April, 2022
{ "CPT":{ "white-papers":"White Papers", "fulcrum-blog": "Fulcrum Blog", "news": "News", "gavyn-blog": "GD on Macro", "academic-research": "Academic Research" } }
Soaring commodity prices create winners and losers
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19 April, 2022
{ "CPT":{ "white-papers":"White Papers", "fulcrum-blog": "Fulcrum Blog", "news": "News", "gavyn-blog": "GD on Macro", "academic-research": "Academic Research" } }
Performance Fees in DC – The Agency Problem
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17 March, 2022
{ "CPT":{ "white-papers":"White Papers", "fulcrum-blog": "Fulcrum Blog", "news": "News", "gavyn-blog": "GD on Macro", "academic-research": "Academic Research" } }
Inflation was already accelerating before Ukraine invasion
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10 March, 2022
{ "CPT":{ "white-papers":"White Papers", "fulcrum-blog": "Fulcrum Blog", "news": "News", "gavyn-blog": "GD on Macro", "academic-research": "Academic Research" } }
A Midas touch for mid-caps?
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21 February, 2022
{ "CPT":{ "white-papers":"White Papers", "fulcrum-blog": "Fulcrum Blog", "news": "News", "gavyn-blog": "GD on Macro", "academic-research": "Academic Research" } }
The tracking error error: why climate alignment calls for bolder steps
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27 January, 2022
{ "CPT":{ "white-papers":"White Papers", "fulcrum-blog": "Fulcrum Blog", "news": "News", "gavyn-blog": "GD on Macro", "academic-research": "Academic Research" } }
Integrating ESG risk into Trend Following
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19 November, 2021
{ "CPT":{ "white-papers":"White Papers", "fulcrum-blog": "Fulcrum Blog", "news": "News", "gavyn-blog": "GD on Macro", "academic-research": "Academic Research" } }
‘The Great Reversal’ – Is it upon us?
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19 October, 2021
{ "CPT":{ "white-papers":"White Papers", "fulcrum-blog": "Fulcrum Blog", "news": "News", "gavyn-blog": "GD on Macro", "academic-research": "Academic Research" } }
What to do when bonds do not diversify
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08 June, 2021
{ "CPT":{ "white-papers":"White Papers", "fulcrum-blog": "Fulcrum Blog", "news": "News", "gavyn-blog": "GD on Macro", "academic-research": "Academic Research" } }
COVID-19 and Dispersion observations
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08 June, 2021
{ "CPT":{ "white-papers":"White Papers", "fulcrum-blog": "Fulcrum Blog", "news": "News", "gavyn-blog": "GD on Macro", "academic-research": "Academic Research" } }
A few thoughts on Dispersion weighting schemes
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01 January, 2021
{ "CPT":{ "white-papers":"White Papers", "fulcrum-blog": "Fulcrum Blog", "news": "News", "gavyn-blog": "GD on Macro", "academic-research": "Academic Research" } }
Unconventional Monetary Policy and the Portfolio Choice of International Mutual Funds
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01 January, 2021
{ "CPT":{ "white-papers":"White Papers", "fulcrum-blog": "Fulcrum Blog", "news": "News", "gavyn-blog": "GD on Macro", "academic-research": "Academic Research" } }
Currency Mispricing and Dealer Balance Sheets
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03 April, 2019
{ "CPT":{ "white-papers":"White Papers", "fulcrum-blog": "Fulcrum Blog", "news": "News", "gavyn-blog": "GD on Macro", "academic-research": "Academic Research" } }
OTC Premia Paper
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01 October, 2018
{ "CPT":{ "white-papers":"White Papers", "fulcrum-blog": "Fulcrum Blog", "news": "News", "gavyn-blog": "GD on Macro", "academic-research": "Academic Research" } }
Narrative Sign Restrictions for SVARs
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01 May, 2017
{ "CPT":{ "white-papers":"White Papers", "fulcrum-blog": "Fulcrum Blog", "news": "News", "gavyn-blog": "GD on Macro", "academic-research": "Academic Research" } }
Tracking the Slowdown in Long-Run GDP growth