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

US Treasury Investors and Inflation: Fed Attempts to Teach the Virtues of Patience

Outlook for US Treasuries and Fed Policy: Beware the Lingering Legacies of Deflationary Psychology

Congenial Treasury-Fed Nexus Under Yellen Places Spotlight on Fiscal Policy Outlook

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

The latest BoA Global Fund Manager Survey shows that respondents believe the biggest tail-risks to be inflation and its effects on the bond market.How will these concerns affect asset prices?Fed Chair Powell has made it clear that growth will be strong, inflation is coming but it is expected to be transitory, the Fed will not raise rates and it will not engage in yield curve control. No matter what happens to inflation expectations or bond yields, equity investors positioned in value and cyclical stocks should look forward to strong returns over the next 12 months.

The latest BoA Global Fund Manager Survey shows that respondents believe the biggest tail-risks to be inflation and its effects on the bond market.How will these concerns affect asset prices?Fed Chair Powell has made it clear that growth will be strong, inflation is coming but it is expected to be transitory, the Fed will not raise rates and it will not engage in yield curve control. No matter what happens to inflation expectations or bond yields, equity investors positioned in value and cyclical stocks should look forward to strong returns over the next 12 months.

The Sum of All Fears: Inflation! Inflation!