Ofek Kesef Asset Management
Joined January 2026
1 story
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Ofek Kesef Asset Management (Israel) publishes macro + quant market notes on FX, rates, and multi-asset risk conditions. Focus on clarity, process, and portfolio discipline.
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Israel CPI Moves to 2.6%: A Real-Return View from Ofek Kesef Asset Management. AI-Generated.
Israel’s inflation signal strengthened modestly as CPI rose to 2.6%, up from 2.4%. In isolation, that change may look incremental, but it matters because inflation is the baseline that determines whether investment outcomes translate into real purchasing power. For long-term allocators, the objective is not simply to “make returns,” but to preserve what those returns can actually buy after costs and inflation.
By Ofek Kesef Asset Managementabout 5 hours ago in Trader
