SFM Interview: Redhedge on repo liquidity challenges

When we spoke with them last year, Redhedge Asset Management’s investment rationale considered a low rate and negative yield environment amid volatility, and since then the economic backdrop has changed significantly on the back of the Russia-Ukraine conflict, as well as concerns that central banks are not addressing inflation fast or strongly enough. We get an update from Andrea Seminara, founder, CEO and CIO at Redhedge, about changing strategies and liquidity conditions.

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