Incisive Views from Professionals
By Kier Boley, Chairperson of the GAM AIS Investment Committee Alternative industry trends As we begin 2018, global asset prices have continued their inexorable grind higher. There is increasing unease from investors on the length and extent of the current rally, whilst central banks are increasingly on a rate tightening trajectory. As a result, […] Read more »
By Hedge Fund Insight staff Only hedge funds based in North America had positive flows in both the first and second quarters of this year, according to data from Preqin. Net net hedge funds in Europe had positive flows in the first half of the year and hedge funds based in Asia-Pacific had net […] Read more »
By Simon Kerr, Publisher of Hedge Fund Insight Though it may seem a thought from a long time ago, this year had been stacking up as a relatively good one for Asian hedge funds. This was true as recently as just over a month ago. Comparisons for performance in the YTD to the end […] Read more »
From Evestment Read more »
An interview with CEO DAN MANNIX and Head of Sales JAMES TOLLEMACHE of RWC Partners The interview focuses on sales and marketing and the consequences and causes of firmwide growth Clicking this link opens the podcast in a new window/player, (or alternatively save the file using the “save as” command). The interview lasts 31 […] Read more »
By Hedge Fund Insight staff Investor capital continued to pour into the Asian hedge fund industry in late 2013 and early 2014, with record inflows and performance driving total investor capital to surpass the record level set in 2007, prior to the 2008 Financial Crisis. Total capital invested in the Asian hedge fund industry grew […] Read more »
From Global Asset Management October got off to a tentative start, with investors focused on the US debt ceiling impasse. This issue was temporarily resolved by mid-month and markets broadly rallied from there, with equities, credit and bonds all moving higher. Many equity hedge and event driven managers reaped the rewards from keeping their gross […] Read more »
From Hedge Fund Research Total capital invested in the global hedge fund industry surged to a fifth consecutive quarterly record in 3Q13, driven by the highest inflows in over 2 years and eclipsing another milestone of industry expansion. Hedge fund capital rose to $2.51 trillion in 3Q13, an increase of $94 billion over the prior […] Read more »
From Global Asset Management Many equity-hedged and event-driven hedge funds have continued to hold and increase positions during September, and were rewarded as several equity events occurred and markets moved higher. Anthony Lawler, portfolio manager at GAM, comments that he expects to see the trend of equity-hedge and event-driven funds out-performing other hedge fund strategies […] Read more »
By Hedge Fund Insight staff Expectations of hedge fund returns should be tempered by market background – what suits one manager will not suit another. Equity hedge managers have had a very good year in the United States and Japan, and a decent year elsewhere. Equity hedge managers in developed markets have produced positive returns […] Read more »