By Lee Robinson, Altana Wealth Limited It is difficult to know where to start. 2013 is beginning to look like a pivotal year for so many regions globally. The bear is savaging each market in turn. First it was commodities then emerging market currencies followed by everything else in emerging markets. China is back to […] Read more »
UK Asset Management Industry Expects to Ramp up Hiring and Marketing Spend
By Staff Writer, Hedge Fund Insight The latest CBI/PwC Financial Services Survey has just been released. Paula Smith, PwC’s UK asset management leader, said:“Investment managers are more optimistic due to strong improvement in revenues and profitability, with the latter increasing for the sixth consecutive quarter. Firms continue to benefit from the comparative stability of financial […] Read more »
Most Boutique Asian Hedge Funds Remain Stressed as Leaders Gather Assets
By Peter Douglas, GFIA At an aggregate level, it’s still a very tough world out there. No manager we’ve spoken to this year has said anything except “asset raising is hard”. Even if there’s a mini-renaissance, the number of allocators globally that are prepared to write tickets to smaller managers remains far smaller than five […] Read more »
Hedge Fund Marketing Using the Internet
By Mauro D’Andrea, and Simon Kerr Statistics are some of most powerful tools in the marketing world. Write a statement, and everyone who reads it will think it’s just your opinion (or your experience). Add stats to that statement and everyone will recognize what you said as an objective truth. Stats are very powerful […] Read more »
Three Things Every Hedge Fund Must Know About Marketing In The Post JOBS Act Era
From www.streetid.com Are financial institutions — namely hedge funds — prepared to market themselves to investors when the JOBS Act rules are issued in the next six to 12 months? Will Thompson, co-founder and CEO of HedgeComm (a marketing and PR agency that focuses on the alternative investment industry), has found that few hedge funds have […] Read more »
Chart of the Day – Where Rate Policy is Easiest & Tightest in EEMEA
From Bank of America Merrill Lynch FI Strategist David Hauner To estimate how much policy rates in EEMEA may have to increase if monetary policy in the US normalizes, we employ six models. The first four are purely empirical: they let the data “speak” and themselves reflect the impact of QE and the output […] Read more »
Negative Feedback Loop Predicted on the US Dollar
By Chris Godding, Head of Global Equity at Signia Wealth It is ironic that the tapering of QE has a negative feedback loop on the US dollar. Emerging Market currencies have been a major beneficiary of QE and EM central banks bought dollars to sterilise the appreciation of domestic currency, building foreign currency reserves and […] Read more »
Hedge funds attract US$50 billion in five months
From the Eurekahedge June Index Flash Report Hedge funds witnessed the seventh consecutive month of positive returns in May amid mixed returns in global markets. The Eurekahedge Hedge Fund Index was up 0.20% during the month, while the MSCI World Index was down 0.45% in May. Key highlights for May 2013: Hedge funds witnessed the […] Read more »
If Germany Wins in Court Europe Will Suffer But the Euro Stands to Gain
By Klaudius Sobczyk, Managing Director of Advanced Dynamic Asset Management GmbH Europeans can be proud of themselves. They are well on the way to becoming a second Japan. The European Central Bank continues to talk the situation up and refuses to continue to print money. The German constitutional court is now in charge to decide […] Read more »
AQR is the Hedge Fund with the Largest Gains of SWF Assets
AQR Capital Management was unusual in getting two citations in the inaugural Hedge Fund Hot 100 (see www.hedgefundinsight.org/the-hedge-fund-hot-100, entries 60 and 55), and further confirmation of the high status of the firm has just been shown by the work of the “Pensions & Investments” Research Centre. The magazine for institutional investors put together the Top […] Read more »