Investment Insights

Figure Asset Management combines real-time data with macro economic insights to provide best-in-class investment opportunities. See insights from the team who is leading the future of finance on blockchain.

Pray for Peace but Prepare for War: Inflation Edition

June 25, 2021
Equity markets have rallied over the past year as the various COVID vaccines have proven effective and the global economy has begun to reopen, albeit in a piecemeal fashion. With the risks of a perpetual quarantine significantly diminished, financial markets have shifted their focus to the outlook for monetary policy from the world’s central banks.

Figure World Equity 2020 Year in Review

January 28, 2021
What started as an innocuous grouping of pneumonia cases in a Chinese city led to a global pandemic and unprecedented restrictions on economic activity outside of wartime. GDP fell by over 30% at a seasonally adjusted annual rate and financial markets temporarily seized up...

Is a Bubble Brewing?

December 10, 2020
Further stimulus has come to be seen as necessary for a continuing economic recovery, but what if it isn’t? The implications of a service sector-specific shock are consistent with what we have observed: continued recovery in the face of fading fiscal stimulus.

Figure Asset Management - REIT Webinar

December 9, 2020
Watch Figure Asset Management's webinar covering real estate alternatives and the first mortgage REIT entirely on blockchain.

Figure REIT: The first Mortgage REIT entirely on Blockchain

November 30, 2020
Figure REIT has begun accepting subscriptions for an initial close on January 1st. It is another blockchain first for Figure, the global leader in transforming financial services on the blockchain. Figure REIT provides exposure to an institutional quality portfolio of residential mortgage assets, allowing accredited investors to access attractive yield generating assets in a simple investment vehicle.

Does the Next Stimulus Matter, Negative Interest Rates and Other Market Thoughts

October 30, 2020
There has been a lot of hand wringing around the next stimulus bill. The market has been trading up and down around the comments of Congresswoman Pelosi and Secretary Mnuchin. But does it really matter?

Goodbye BWII Part 2

September 28, 2020
In the last piece, we discussed the formation and rationale for the Bretton Woods II system. By undervaluing their exchange rate, lending dollars earned through exports back to the United States, and allowing foreign corporations to earn excess profits by using low-wage labor, China was able to industrialize quickly...

Goodbye BWII

August 3, 2020
For equity investors deploying a top down macro strategy, persistent outperformance is driven by thematic insights about the real economy, financial markets, fiscal and monetary policy, capital flows, and behavioral considerations...

Making Sense of the Covid-19 Market

July 13, 2020
Every recession is different, and the one we’re navigating through now fits that bill. Brought on by a wave of self-imposed (albeit inconsistent) state and county shutdowns, the fall in output and rise in unemployment from Covid-19 have been unprecedented.