Cross-Asset Strategist & Quantitative Analyst, Pennock Idea Hub

Cam Hui

Cam Hui has been professionally involved in the financial markets since 1985 in a variety of roles, both as a quantitative equity portfolio manager and as a sell-side analyst. He graduated with a degree in Computer Science from the University of British Columbia in 1980 and obtained his CFA Charter in 1989.

Cross-Asset Strategist & Quantitative Analyst

Pennock Idea Hub

We are creators of independent equity research. The Pennock Idea Hub team are veterans of the investment industry. Much of our team has spent their careers at Merrill Lynch, Deutsche Bank, RBC Capital Markets and Wood Gundy. We have taken every aspect of research back to the studs and returned to first principles. The Pennock Idea Hub marries the interests of the sell and buy side. 

We offer the best research for institutional investors by:

-Only publishing research from veteran analysts
-Eliminate the inherent conflicts of the traditional sell and buy side relationship
-Ensure our team is always accessible; collaboration with clients nurtures our collective success

Cross-Asset & Quantitative Research

Cross Asset Strategy

<ul>
<li>Inflation is running hot. As a consequence, the Fed made its hawkish pivot and signaled that it is on pace to end its QE program by March 2022.</li>
<li>FANG+ stocks are the new defensive positioning under such a scenario. In a growth-starved world, investors will bid up the prices of cash generative growth companies.</li>
<li>The expected large-cap growth leadership should begin to fade when inflation pressures start to abate in the latter part of 2022.</li>
</ul>


Inflation is running hot. As a consequence, the Fed made its hawkish pivot and signaled that it is on pace to end its QE program by March 2022.
FANG+ stocks are the new defensive positioning under such a scenario. In a growth-starved world, investors will bid up the prices of cash generative growth companies.
The expected large-cap growth leadership should begin to fade when inflation pressures start to abate in the latter part of 2022.


Don't Fight The (Hawkish) Fed