European Distressed Investing – Rising Opportunities

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By Hedge Fund Insight staff At today’s Capital Connection Forum in London Distressed Investing in Europe was in focus.  These are the takeaways. First as reported on Twitter –   Brexit impact on UK legal services – “England is not being chosen as a venue to settle legal disputes” says Howard Morris of Morrison & Foerster.#Brexit […] Read more »

Hedge Fund Outlook – Greater Dispersion To Aid Equity Strategies, Credit? Not So Much

by 50 South Capital Advisors, LLC. INTRODUCTION After a volatile first quarter of 2016, global equity and bond markets regained their footing and finished in positive territory for the year. European equities were the regional exception, with the MSCI European Index posting negative returns through November. Although markets overall generated positive returns for investors in […] Read more »

Consultant Verus Negative on Outlook for Event Driven Hedge Funds

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By Hedge Fund Insight staff   In a recent report Verus, the investment consultant created out of the combination of Wurts and Strategic Investment Solutions, was constructive on the outlook for three out of five hedge fund strategies. The consultant gave forward-looking views across the broad hedge fund investment strategies as shown in the table below. […] Read more »

Distressed is Investors’ Preference Within Event-Driven

By the Capital Solutions Team of Barclays Prime Services*   In light of the recent performance of event-driven HFs, we wanted to understand how it had affected investors’ perceptions of the strategy, and what their likely allocation plans were with regard to event driven strategies as a result. Performance versus investor expectations We began by […] Read more »

Howard Marks’ Words in 2016

By Hedge Fund Insight staff   Howard Marks, co-chairman of Oaktree Capital Group, is a closely followed as a commentator on investment matters.  Here is a small selection of his comments and prognostications from this year.   “Experience is what you got when you didn’t get what you wanted.” “I view alternative investing as like […] Read more »

Lyxor To Stick With Overweight in Merger Arbitrage

From Lyxor Asset Management   March has been a positive month for risk assets. As soon as mid-February, the Fed started to prepare markets for a softer stance than expected by market participants. Mid-March, it delivered at the FOMC meeting with a downward revision of growth and inflation forecasts for 2016, consolidating the rally in […] Read more »

Summary of “The Most Important Thing” by Howard Marks

By Ken Faulkenberry of Arbor Investment Planner   Howard Marks, author of “The Most Important Thing: Uncommon Sense for the Thoughtful Investor”, is the Chairman of the Oaktree Capital Management. Marks was one of the original founders and is famous for his “memos to Oaktree clients” which he uses liberally throughout the book to add […] Read more »

Lyxor Favours Relative Value & Macro For 2016

By Jean-Marc Stenger, CIO for Alternative Investments, Lyxor Asset Management   Macro Themes: After navigating between Scylla and Charybdis in 2015 amid growth and deflation scares, 2016 should provide some limited relief. The sturdy, yet aging, expansion in the US should warrant the inception of monetary policy normalization this December. However, all the concerns – […] Read more »

Dull YTD Returns for Most Hedge Fund Strategies – Distressed Funds Lag

From Eurekahedge   Hedge funds continued their recovery in Q4 with the Eurekahedge Hedge Fund Index up 0.88%1 in November while the MSCI World Index2 grew by 0.38% during the month. On a year-to-date basis, hedge funds are up 2.58% while underlying markets as represented by the MSCI World have gained 1.78%. November was dominated […] Read more »