教育

對沖基金備忘錄

  • September 10, 2020

我試圖通過基金或個人投資者/經濟學家發布的備忘錄獲得一些思考市場的新方法。特別是,我發現貝萊德的見解非常有用。

除此之外,哪些網站對全球宏觀或金融有最好的見解?是不是也有整合頂級備忘錄的地方?接受建議!

這是我的對沖基金/資產管理公司發表的優秀研究清單,這些研究很容易獲得。

AQR:https ://www.aqr.com/Insights/Research/

兩個西格瑪:https ://www.twosigma.com/insights/type/research/

布里奇沃特:https ://www.bridgewater.com/research-and-insights (他們也有一個著名的每日通訊,但通常無法訪問)

阿貝特勳爵https://www.lordabbett.com/en/perspectives/weekly-fixed-income-update.html(點擊“觀點”查看更多部分)

GSAM:https ://www.gsam.com/content/gsam/us/en/advisors/market-insights/gsam-insights/fixed-income-macro-views/global-fixed-income-weekly.html

惠靈頓:https ://www.wellington.com/en/insights-asset-class/fixed-income/

PGIM:https ://www.pgim.com/thought-leadership

太平洋投資管理公司:https ://www.pimco.com/en-us/insights/

道富街:https ://www.statestreet.com/ideas/publications.html

黑石:https ://www.blackstone.com/insights/

Rayond James:https ://www.raymondjames.com/commentary-and-insights/economy-policy/

嘉信理財:https ://www.schwab.com/resource-center/insights/category/fixed-income

TIAA Nuveen:https ://www.nuveen.com/en-us/thinking

賣方有時會發表優秀的研究,但通常不會免費提供。(您必須建立關係或為此付費)通常只有少數文章可以免費獲得。

其他 GPS:https ://www.citivelocity.com/citigps/

摩根大通:https ://www.jpmorgan.com/global/insights

摩根士丹利:https ://www.morganstanley.com/im/en-us/institutional-investor/insights.html

富國銀行:https ://www.wellsfargo.com/investment-institute/weekly-market-commentary/

引用自:https://quant.stackexchange.com/questions/57820