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

Crisis, What Crisis! – The Drivers of Global Liquidity and What to Watch Out For?

An Event Study of the Fed's Reaction Function

Global Liquidity Update – Is US Fed QT Dead?

A Crypto Friendly Asia: What It Will Mean For Markets

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>Increasingly, the market narrative is shifting from a growth slowdown to no recession and continued growth. Rising global liquidity is also putting a floor on the price of risky assets.</li>
<li>The February FOMC minutes warned, “Participants observed that a restrictive policy stance would need..."</li>
<li>What should investors do? Fight the tape or fight the Fed?</li>
</ul>


Increasingly, the market narrative is shifting from a growth slowdown to no recession and continued growth. Rising global liquidity is also putting a floor on the price of risky assets.
The February FOMC minutes warned, “Participants observed that a restrictive policy stance would need..."
What should investors do? Fight the tape or fight the Fed?


Fight the Tape, or the Fed?