The second part of my discussion with Joachim Klement from Liberum on the vices and virtues of ESG investing. Plus lots of weekend reading on SJP, crime, and the New Humans
Thanks for the comment. No views really. The investmemt case for BH is based on a volatility play and I don;t see anything getting in the way of that. Vol has actually been only average in recent months so that might explain subdued performance. I would expect vol to pick up now for rather obvious reasons
any views on Brevan Howard's recent performance following reports of suspended traders on Bloomberg?
Hi Rob
Thanks for the comment. No views really. The investmemt case for BH is based on a volatility play and I don;t see anything getting in the way of that. Vol has actually been only average in recent months so that might explain subdued performance. I would expect vol to pick up now for rather obvious reasons