Jul 17, 2024 | PRESS RELEASE
Aperture Investors Mid-Year Letter 2024
With this mid-year letter, we will take stock of what’s happened so far in 2024, evaluate predictions from the start of the year, evaluate new concerns that have emerged, and look ahead to the rest of the year. As many of you know, we have been hawkish on inflation, anticipating that it would take longer than predicted to come down and the Fed would not begin to lower rates until the end of the year.
Dec 28, 2023 | PRESS RELEASE
Aperture’s 2024 Outlook
Among the many questions coming into 2023 were how persistent inflation would be, and how high (and for how long) the Federal Reserve would (“Fed”) keep interest rates elevated.
Jun 15, 2023 | PRESS RELEASE
Aperture Investors Mid-Year Letter 2023
Summer here in New York City is very much upon us. In the middle of the year, I typically like to pause and take stock of the prior six months.
Jan 09, 2023 | PRESS RELEASE
Peter Kraus Year End Letter 2022
2022 was a year of some unusual anomalies.
Jan 09, 2023 | PORTFOLIO MANAGER COMMENTS
Chinese Communist Party Update
Markets haven’t appeared to be particularly enamored as Xi Jinping secured an unprecedented (in modern times) third term as head of China’s Communist Party.