Klaudius Sobczyk, Managing Director of Advanced Dynamic Asset Management GmbH. This article follows up on the one of the 18th September by the same author. The recent developments in the price of gold change the positive tendency which appeared to have developed just few weeks ago. Equity markets and gold rallied from interim lows […] Read more »
Taking the Pulse of the World
By Dr Alessandro Usseglio Viretta, owner, In Numero LLC and CTO, CustVox AG “Buy the rumour, sell the news” is an old adage that many people in Finance might still consider true. In their daily business, people operating in Finance have to analyze an ever-increasing stream of news and separating the wheat from the chaff […] Read more »
Market Disruption and Smaller Flows to Credit Funds Anticipated
By Manuel Arrive, Fitch France S.A.S., and Alastair Sewell, Fitch Ratings London Fitch Ratings expects credit markets to be less directional in the coming months. As a result, short duration, lower volatility and absolute return strategies with more performance contribution from bond picking will gain traction and are currently being launched by most advanced asset […] Read more »
Spain is Decaying From Within According to Spotlight’s Pope
By Stephen Pope, Managing Partner Spotlight Ideas Moody’s reduces its ratings on 5 regions. 2007 the level of sovereign debt to GDP for Spain was 36.3%. By 2016, the IMF forecast 101.4%. GDP growth of 7.5% pa needed to get debt to GDP back to 70%. IMF forecast growth…at best of just 0.5%. I am […] Read more »
Chinese Valuations Attractive According to L&G
By Tim Gardner, co-manager of Legal & General Multi Manager range. Last week saw the release of the much anticipated Q3 GDP data for China. The economy grew in line with the consensus forecast of 7.4% yoy in Q3 with growth accelerating to a 2.2% rate over the quarter versus the 2.0% seen in […] Read more »
Good writing can help win back investors’ trust
By Nick Padmore, a writer at The Writer the world’s largest language consultancy Nearly half of all complaints in the investment slice of the financial services industry are about bad customer service or general admin[1]. Back in 2007 Andrew Ross Sorkin at the New York Times wrote this article, claiming that hedge fund managers […] Read more »
Strategic Rethinking Required by European Asset Managers
By Fitch Ratings Paris/London (Aymeric Poizot, Roger Schneider, Richard Woodrow) In a new report, Fitch Ratings says that European asset managers need to strategically review their product offerings and re-shape their activities by strengthening their key areas of expertise, scaling down or outsourcing others areas, and expanding in neighbouring activities while investing in new […] Read more »
An Example Of A News-Based Trading Strategy
There are only a very limited number of funds employing an investment strategy which relies on automated news gathering. It is still early days in the exploitation of this rich data source, and the spoils of the early adopter are available yet. So the managers are reluctant to publicly disclose what they are doing and […] Read more »
Views On Oil Price Diverge
If there are no such things as coincidences then this dialectic was meant to be seen. Two opposing views on the oil price came into “Hedge Fund Insight” with 24 hours. Take a read and take a view. Oil Price To Continue Rising Says Angelos Damaskos, CEO Sector Investment Managers – read his case […] Read more »
Oil Faces Risk Of New 2012 Low Says Spotlight’s Pope
By Stephen Pope, Managing Partner Spotlight Ideas Crude oil futures (Nov 12) have fallen sharply in US trading this Monday (24th). The global economic prospects are mixed and as focus fell on poor German business confidence figures and Spanish inertia re a bailout. Markets sold off. It would appear that the impact of QE3, […] Read more »