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

OUCH! The Slump in the ISM Manufacturing Suggests 20% Downside for Equities

The Weekly Market Monitor – Did Powell Kill the Bear?

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>We’re old enough to remember how the market was panicked about a U.S. recession and a rising term premium in the Treasury market.</li>
<li>Since then, a series of positive technical, macro and fundamental reversals have occurred to alleviate those concerns.</li>
<li>These reversals of an extremely bearish psychology are bullish for risk assets.</li>
</ul>


We’re old enough to remember how the market was panicked about a U.S. recession and a rising term premium in the Treasury market.
Since then, a series of positive technical, macro and fundamental reversals have occurred to alleviate those concerns.
These reversals of an extremely bearish psychology are bullish for risk assets.


Five Bullish Risk Reversals You May Have Missed