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

The Final Bear Phase: America’s Retail Investors Are Only Just Starting To Panic

Battle Lines Drawn As BABA Builds Out First/Last-Mile Capacity; But Who Will Fund 75+ Bn CNY CapEx?

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>Rising inflation has played havoc with 60/40 portfolios as bond prices haven’t provided a counterweight to falling stock prices.</li>
<li>A study reveals that underlying inflation trends are decelerating which should be positive to risk appetite expectations.</li>
<li>We believe that the inflation and market pivot is just around the corner and it may be closer than the market expects.</li>
</ul>


Rising inflation has played havoc with 60/40 portfolios as bond prices haven’t provided a counterweight to falling stock prices.
A study reveals that underlying inflation trends are decelerating which should be positive to risk appetite expectations.
We believe that the inflation and market pivot is just around the corner and it may be closer than the market expects.


Why Inflation Is A Game Changer For Portfolios