| 12.06.2026 UBS: Hormuz shock tilts the world from "goldilocks" to stagflation - how hedge funds are positioning for 2Q26 |
| Matthias Knab, Opalesque for New Managers: The conflict in the Middle East and the subsequent closure of the Strait of Hormuz are pushing the global economy out of its "goldilocks" state of steady growth and falling inflation and toward stagflation, where growth slows and inflation rises. According to the just published Hedge Found Outlook from UBS, the recent rebound in risk assets, while welc |
| Article source: https://www.ubs.com/hk/en/assetmanagement/insights/asset-class-perspectives/real-estate/the-red-thread-alternatives/may-edition-2026/articles/hedge-fund.html - Opalesque is not responsible for the content of external internet sites |