June 2014

Due to disappointing US and European economic data, sharp sell-offs in market currencies and equities and continued deterioration in emerging markets, the first quarter of this year showed slower global economic growth than expected. Partway through the second quarter, the ECB has cut its refinancing rate to an historic low primarily to minimize the risk of deflation and the risk of US deflation still remains a potential issue – yet equities are reaching new historic highs primarily due to QE.

In this edition of SkyBridgeViews, SkyBridge Capital’s investment leadership – Ray Nolte, Troy Gayeski and Robert Duggan – provide an overview of SkyBridge Multi-Advisor Hedge Fund Portfolios – Series G – and their perspectives on the US and global economies, geopolitical landscape and considerations for the anticipated conclusion of QE.