Thu, Aug 28, 2014
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. Study shows what resonates with investors: 'Unwavering', 'passionate' beats 'committed', 'dedicated' and more surprises[more]

    Komfie Manalo, Opalesque Asia: A new study by Pershing Square, a unit of BNY Mellon company, showed that an effective value proposition strengthens audience connections and fosters growth, yet many advisors have had little objective guidance in formulating such statements until now. In the

  2. Hedge fund assets decline in July - eVestment[more]

    Bailey McCann, Opalesque New York: Total assets in hedge funds declined in July and dropped 0.49%, marking the industry's second monthly asset decline in 2014, according to the latest asset flows data from eVestment. Despite the asset decline, total industry AUM remained above the $3 trillion

  3. AIMA makes 'the case for hedge funds'[more]

    Bailey McCann, Opalesque New York: The Alternative Investment Management Association (AIMA), the global hedge fund industry body,

  4. Managed futures' global diversification is important in next phase of economic recovery[more]

    Komfie Manalo, Opalesque Asia: The global diversification provided by managed futures may prove to be extremely valuable as the markets enter the next phase of the economic recovery, said Campbell & Company, a pioneer in absolute return invest

  5. Ex-UBS prop trader's hedge fund Manikay Partners eyes UK launch[more]

    From eFinancialnews.com: Manikay Partners, a $1.7 billion US multi-strategy hedge fund set up in 2008 by a proprietary trader from UBS with backing from Goldman Sachs, is planning to open in the UK. New York-based Manikay's move into Europe comes after Financial News revealed on Monday that Aurelius