Fri, May 27, 2016
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

The Big Picture: John Brynjolfsson: we are operating on borrowed time

Tuesday, May 14, 2013

amb
John Brynjolfsson
An Opalesque column for global macro investors.

Benedicte Gravrand, Opalesque Geneva:

Pre-2008 economic inadequacies have not been addressed effectively and we could depend on government stimulus for a long while, until we "reach a point where an endgame will be forced upon us," according to John Brynjolfsson, a global macro fund manager and well-known commentator.

Armored Wolf is an Irvine, CA-based investment management firm pursuing a global macro strategy emphasizing real assets. Founded in 2008, it currently manages more than $1bn in client assets across multiple strategies, both traditional and alternative. Armored Wolf’s team of 20 is lead by CIO John Brynjolfsson, who previously spent two decades at PIMCO where he launched and ran their $80bn Real Return Platform. According to Futures Magazine, the unusual firm name is the translation of Brynjolfsson from the Icelandic Brynjólfur.

When asked to state his macro views, John Brynjolfsson recently told Opalesque that he thinks we are operating on borrowed time globally.

"What I mean by that is that the structural problems and inadequacies of the economy that ultimately led to a crisis in 2008, we don’t feel that they have been aggr......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Ares Capital to buy American Capital in $3.4 billion deal[more]

    From PIOnline.com: Ares Management's business development company Ares Capital Corp. is buying troubled BDC American Capital for $3.43 billion, said a joint news release by the BDCs and another release by Ares Management. Ares Capital Corp.'s assets are expected to grow to about $13.2 billion when t

  2. Performance - Hedge fund ETFs take a battering, Have long-short credit funds delivered?[more]

    Hedge fund ETFs take a battering From ETFStrategy.co.uk: It was a blow for the hedge fund world when Hillary Clinton’s son-in-law Marc Mezvinsky announced he would be closing his Greek-focused fund after it plummeted in value by 90%, just two years after it launched. For passive investor

  3. Launches - Man Group and American Beacon launch new emerging debt fund, Nikko AM launches new Japan equity UCITS fund[more]

    Man Group and American Beacon launch new emerging debt fund American Beacon Advisors, an experienced provider of investment advisory services to institutional and retail markets, launched the American Beacon GLG Total Return Fund today. The Fund became effective May 20. The America

  4. Emerging markets hedge funds perform strongly, but capital base erodes[more]

    Komfie Manalo, Opalesque Asia: Latin American Emerging Markets and Russian hedge funds lead industry gains in the first months of 2016, posting strong performances through April as global and EM equity, commodity and currency markets surged in recent weeks following steep losses to begin the year

  5. Americas - Australian banks sending U.S. hedge funds broke, Ryan Puerto Rico ‘rescue’ bill could be windfall for hedge funds[more]

    Australian banks sending U.S. hedge funds broke From SMH.com.au: US hedge funds are not having the best of years. Profits are hard to find, they're underperforming and the punters are losing patience, withdrawing US$15 billion ($20.8 billion) in the March quarter. They're expected to wit