Newsletter: The Crypto Comeback- Q4 2023 Quarterly update for institutional investors

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– Thursday 23 November 2023 –
Q4 2023 Crypto Room: Crypto Comeback Quarterly update for institutional investors How have crypto-assets performed compared to other asset classses YTD? What’s the short-term technical outlook for cryptos? What’s behind concerns over Binance? What made the sentiment in the crypto market turn positive? Why macro matters and what are main crypto market drivers? We answer all these questions in this new macro dedicated newsletter.

Marlene Hassine Konqui	Ahmed Khelifa, CFA
Expert in portfolio construction Co-head of the SFAF ETF commission Associate Director General BSD Investing	Asset allocator Head of the SFAF ETF commission CEO L’allocataire

	Crypto Room: The Crypto Comeback
	While 2022 witnessed a sustained decline in crypto-assets, casting doubt on their appeal as an asset class, 2023 could mark the long-awaited opportunity to unveil their full potential. This article delves into the performance of crypto assets compared to other asset classes year-to-date, examining current drivers and forthcoming opportunities. Click here to read the full article.

	Market Voice: Short-term headwinds but long-term investment cases remain intact by wisdomtree
	In the second week of October 2023, we saw a reversal in the US 10-year treasury note from 4.8% to 4.6% and an increase in the Bloomberg liquidity index, which focuses on the Federal Reserve’s (FED) reverse repurchase agreements (repos). The reverse repos indicate when the FED is injecting liquidity into the system. Lower rates and higher market liquidity would be beneficial for the crypto market but these are very early signs and do not make a trend yet. What’s the short-term technical outlook for cryptos? What’s behind concerns over Binance? ” The answer in the September WisdomTree Crypto Monthly”.
	Market Voice: Why Macro Matters in the Crypto Space by Wisdomtree
	What made the sentiment in the crypto market turn positive? Why macro matters and what are main crypto market drivers? Mirva Anttila, Director, Digital Assets Research at WisdomTree, gives her professional insights and precise answers to these questions in the following video: “Why Macro Matters in the Crypto space “.
	BSD Investing & L’Allocataire model portfolio update
	Combining active & passive funds to build optimal portfolios
	Click here to discover the performances of our dynamic portfolio allocation. Our mixed approach between active and passive management on this profile has generated an outperformance of 7% compared to the MSCI ACWI index (world equities) over 1 year (until 30/09/2023), and is up 14.0% year to date (against 10.9% for world equities). It is factual proof that the combination of active and passive strategies is an under-exploited performance driver.


	LATEST NEWS Which European equity income funds rank top in BSD Investing Best Fund Leaderboards ? Convinced of the need for new comprehensive selection methodologies that do not segregate passive and active management, BSD Investing and L’ALLOCATAIRE have decided to publish their fund rankings on a quarterly basis, the fruit of several years’ research and interdisciplinary collaboration. It is with particular emotion that we share with you our Leaderboard of the best funds in European Equity Income universe. Discover BSD Investing Best active funds leaderboard on European equity income funds.

	LATEST NEWS Podcast: Quality or Growth, which factor is the winner of interest rate hikes? How Factors Performed in the 12 Months Following the End of the Last 7 Fed Rate Hike Cycles? How did factor strategies perform in 2023? To get the answers, listen to the podcast below (in French) or read our article: “How did factor strategies perform in 2023, and are their valuations still attractive?”. Click here to read the full article.

	LATEST NEWS Newsletter: Q4 2023 Macro Realities: from Armed Conflicts to Inflation Quarterly update for institutional investors Prior to the outbreak of the Israeli-Palestinian conflict, markets appeared to have already embraced a “higher for longer” scenario. How could this armed conflict impact financial markets? Who are the most vulnerable economies and how can investors adapt their asset allocations to cope with these risks? How could investors benefit from Japanese loose monetary policy and avoid currency depreciation and the same time? By WisdomTree. We answer all these questions in this new macro dedicated newsletter.

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