In The News

Stable Dollar Keeps Global Markets From Blowout

Wall Street Journal – Date: April 19, 2018
Category: Article
Tags: Ben Hunt, currency, Fed

The Wall Street Journal quotes Ben Hunt, Salient’s chief investment strategist, in an article about the effect of rising rates on global currency volatility.

Read the article

Buy The Dip Was Last Year, Conditioning Shifts Negative: Croce

Bloomberg Radio – Date: April 4, 2018
Category: Radio
Tags: Risk Parity, Roberto Croce, volatility

Bloomberg Radio interviewed Dr. Roberto Croce, managing director of the quantitative strategies, on asset allocation and the risk parity strategy, as market volatility and negativity increases. Dr. Croce discusses how institutions are using risk mitigating strategies and clears up some common misconceptions when it comes to quantitative strategies exacerbating volatility.

Listen

REITs Rethink Strategies to Cope with Falling Stock Prices and Rising Rates

National Real Estate Investor – Date: February 28, 2018
Category: Article
Tags: Joel Beams, REITs, volatility

National Real Estate Investor interviewed Salient’s Joel Beam, managing director and senior portfolio manager, about the choppy start to 2018. Joel thinks that many REITs will hang back from acquisitions until volatility settles down and emphasizes the importance of having an active manager to seek the right opportunities in a volatile market.

Read the article

2018 Energy Roundtable: Don’t Give Up on Oil

Barron's – Date: February 24, 2018
Category: Article
Tags: Greg Reid, MLPs, Outlook

Barron’s 2018 Energy Roundtable discussion featured Greg Reid, president of Salient’s MLP complex. Greg speaks about opportunities in the energy space, why MLPs make sense now, a few names he likes, and whether he expects companies will keep growing their dividends.

Read the article

Mall Dividends Soar Above 15%, Tempting Big Investors

Wall Street Journal – Date: February 13, 2018
Category: Article
Tags: Joel Beam, malls, REITs, retail

The Wall Street Journal quoted Joel Beam, managing director and senior portfolio manager of real estate strategies, in an article about retail property stocks. Investing in some names is “for adults only.”

Read the article

U.S. stocks selloff: Will machines make it worse?

Reuters – Date: February 8, 2018
Category: Article
Tags: Ben Hunt, Markets, Risk Parity

Salient chief investment strategist Ben Hunt spoke to Reuters about the likely root cause of the market selloff. Hint: the answer isn’t risk parity strategies.

Read the article

Mom and Pop Keep One of Wall Street’s Favorite Trades Afloat—for Now

Bloomberg – Date: February 5, 2018
Category: Article
Tags: Markets, Risk Parity, Roberto Croce

Salient managing director of quantitative strategies Dr. Roberto Croce talks to Bloomberg about the market selloff and what it means for risk parity strategies.

Read the article

‘We’re being fed a line’: investors vexed by central bank influence

Risk.net – Date: October 30, 2017
Category: Article
Tags: Ben Hunt, Fed, politics

Ben Hunt, Salient’s chief investment strategist, tells Risk.net that central bank communications policies have broken the link between markets and political risk.

Read the article