In the world of hedge funds, the fund of funds went out of style in the wake of the 2008 market crash. In the world of crypto, they have yet to take off. But more firms are launching crypto funds of funds, in the belief that this is the best vehicle to attract the long-awaited, […]
Category Archives: Market Commentary
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Funds of funds come calling in crypto
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Global Macroeconomic Update & Digital Currency Markets.
* Global Macroeconomic Environment – Extreme volatility in global markets * Digital Currency Markets – Crypto’s correlation and performance. * Investment Strategy Performance – An update on fund performance.
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An Introduction to Portal Asset Management
In this short introductory presentation, we explain the rationale behind a global multimanager investing in digital currency strategies. We explore the challenges in investing in this emerging space as well as how the Portal Digital Fund provides a simple, efficient solution to this challenge. We give a brief description of our investment strategy and explain […]
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April Market Commentary and Outlook
In this video, we provide market commentary for the month of April and assess the macroeconomic data released and give an update on the real economy and data one month on. We assess global securities markets and analyse current valuations, drivers, and expectations of this rapid recovery. Finally, we review the basic foundations of modern […]
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Innovation in Financial Services Disrupting the Disruptors
Fintech-led Decentralized Finance Disruption and Adaptation to a Shifting Landscape The financial services industry is in a constant state of flux. This includes recent radical shifts may seem recent – The financial services industry has been witness to and many previous ground-shifting eras, including the introduction of computing into banking systems, anytime banking with ATMs […]
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Portal’s May Market Commentary
INTRODUCTION This has been the strangest three months the world has witnessed since 9-11. The COVID-19 pandemic has triggered an extraordinary policy response globally due to the depth and magnitude of the economic drop-off due to the global lockdown. This has spurred quantitative easing (QE) and the direct monetisation of massive fiscal spending to levels […]
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Macro-Economic Conditions Leading to the Rapid Growth in Digital Assets
Mark Witten Fund Manager FDGAM and CIO of Portal Asset Management – Nitin Gaur Director IBM, Digital Assets Lab talk about Macro-Economic Conditions Leading to the Rapid Growth in Digital Assets. Check out the video below. GROWING NUMBER OF INSTITUTIONAL INVESTORS BELIEVE THAT DIGITAL ASSETS SHOULD BE A PART OF THEIR INVESTMENT PORTFOLIOS, ACCORDING TO […]
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Number of Institutions Buying Crypto Futures Doubled in 2020: Fidelity Report
Fidelity’s digital asset subsidiary found the number of U.S. institutional investors buying crypto derivative products jumped significantly in 2020. Fidelity Digital Assets said institutional sentiment was improving in relation to cryptocurrencies. “[A]lmost 80% of investors surveyed finding something appealing about the asset class,” it said. But what’s far more interesting is right down in the guts […]
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The Corona Fighters Report 49: Asset managers who delivered in the downturn
Digital currency market as the new frontier The Portal Digital Fund is up +21.6% YTD after returning +8% in April and +3.7% in May 2020. It was launched in January 2019 and returned 61% that year. The fund is an institutional-grade, actively managed, global multi-manager fund focused on the digital currency investment space and is uncorrelated to […]
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“A 2-Minute View” – Why have digital currencies reflated YTD 2020
Increased global liquidity having reflation effect on digital currencies Watch this 2-minute video here.