IAM Gets Less Defensive

By Morten Spenner, CEO of International Asset Management (IAM) Here are our forward-looking investment views looking into 2013.    Market context – more constructive on the market environment Overall, we continue to observe a global economy which is recovering and with investor sentiment increasingly reflecting this.   The most noteworthy recent developments have been the effective […] Read more »

Early View of Last Month from FRM

Fund of funds manager Financial Risk Management (FRM) produces a monthly “Early View” reviewing the hedge fund and market themes and sector performance for the previous month.  The highlights for April 2012 were: “We had been concerned that the hedge funds with low market beta were too slow to rebuild risk through the first three months […] Read more »