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Bailey McCann, Opalesque New York:

Armstrong Investment Managers is a systematic fund with a qualitative overlay based on a range of models the firm has refined over the past 12 years. Dr. Ana Čukić Armstrong, founder of the firm notes that this unique approach would likely be ordered in with other discretionary macro funds, but with a quantitative bent. She recently spoke with Opalesque TV about her firm and where she sees opportunity going into the second half of the year.

"Our macro fund is combining the best of both worlds, which is quantitative with qualitative. The reason why we are not just relying on the quantitative models is that when one is looking at the global market with so many different asset classes, so many different sectors, coming up with a completely automated solution will result in something that is very messy and nontransparent, having in mind the changes in correlations on one side over the last years. And on the other side the whole model would fail to capture some of the changes in global themes," she explains.

Going forward, Armstrong is looking at western governments, and contrary to some market observers, expects to see deflation over time. "Unless banks actually start lending and money is in the hand of the consumers, we are not going to see inflation anytime soon," she says.

She also sees opportunities in the c......................

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