Market Insights

Listen to market and economic updates, by our CIO Ahmed Riesgo.

James Johnstone is the portfolio manager for the Frontier Markets strategy at Redwheel. He also serves as a member of the investment committee for the Redwheel Emerging and Frontier Markets strategies. He has 26 years of experience in investment management and research. Most recently he was a Senior Managing Director and Director of Investments at Everest Capital, since 2009, where he was responsible for portfolio management and research in frontier markets. Prior to this James was a co-founder and CIO of Alcor Investment Management, a long-short, multi-strategy Asian hedge fund headquartered in Singapore. He previously worked for Gartmore Investment Management for three years where he was a member of both the long-only and long-short global emerging markets teams. He started his career with Schroders Investment Management, working on the UK equities and Global Emerging Markets teams. James also served in the Royal Navy for five years. He graduated from Christ Church, Oxford University with an MA (Hons) in Classics and Modern Languages. James speaks Russian.

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Listen to market and economic updates, by our CIO Ahmed Riesgo.

Art DeGaetano – is the Chief Investment Officer and Founder of Bramshill Investments.  Before founding Bramshill, in 2012, Mr. DeGaetano was a Senior Portfolio Manager at GLG Partners LP where he managed the predecessor to the Bramshill Income Performance Strategy and a levered US credit portfolio for the GLG Market Neutral Fund.  Combined, Mr. DeGaetano had approximately $375mm in assets under management at GLG Partners LP.  Prior to GLG Partners in 2007, Mr. DeGaetano was Managing Director and Head of US Credit Trading at RBS Greenwich Capital from 2005 through 2006.  He traded and oversaw the credit trading desk, comprised of 14 traders across corporate bonds, credit default swaps, and indexes from investment grade to high yield, averaging a $4B gross position.  Prior to RBS Greenwich Capital, he traded credit for Bear Sterns and Co, Inc.

Listen to market and economic updates, by our CIO Ahmed Riesgo.

No es un secreto que el 2022 fue un año retador. En medio de un conflicto geopolítico inesperado que empañó la recuperación mundial, una pandemia en decadencia que aun así consiguió presionar la cadena global de suministro, y la implementación inminente de una política monetaria más restrictiva, tanto los bancos centrales como las economías tuvieron que ajustarse a esta realidad inesperada.  

En este contexto, los inversionistas se vieron forzados a aceptar un ambiente diferente, así como otra manera de invertir, después de haber estado acostumbrados a una política monetaria expansiva y a tasas bajas por mucho tiempo. Por lo tanto, decidimos responder varias preguntas que recibimos de nuestros clientes, con la esperanza de que nuestra perspectiva pueda traer algo de claridad en lo que consideramos serían oportunidades de inversión atractivas para el próximo año, y que dependen de nuestra perspectiva macroeconómica.

It is no secret that 2022 was a challenging year. Amid an unexpected geopolitical conflict that tainted the world’s recovery, a waning pandemic that still managed to strain the global supply chain, and the imminent implementation of a tighter monetary policy, central banks and economies had to adjust to this unexpected reality.  

Against this backdrop, investors were forced to accept a different environment and a different way to invest after being used to lose monetary policy and lower rates. Thus, we decided to answer several questions we received from our clients in hopes that our views can shed some light on what we consider attractive opportunities for the year ahead, dependent on our macroeconomic views.