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 »

SkyBridge Capital De-Risk Anticipating A Meaningful Dislocation In Markets

In this webcast transcript Troy Gayeski, Senior Portfolio Manager, and Ray Nolte, Chief Investment Officer of SkyBridge Capital discuss how the shifts of market and economic background have driven the decision making on the flagship SkyBridge Multi-Advisor Hedge Fund Portfolios (Series G).   1. Q2 Portfolio Review: How much did the portfolio shift? Troy Gayeski: […] Read more »