GAM See Event-Driven Managers As Idea-Rich & Staying Fully Invested

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From Global Asset Management Hedge funds positive in May as equities, credit and bonds rally May proved to be a supportive month across most asset classes, with global equities posting broadly positive returns while bond yields tightened and credit rallied. Against this backdrop, hedge funds had a positive month with the HFRX Global Hedge Fund […] Read more »

The Hedge Fund HOT 100 2014

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    By Staff Writers of Hedge Fund Insight, led by Simon Kerr   Welcome to the second edition of The Hedge Fund Hot 100. As last year the aim is to capture what is emerging and trending and growing in the hedge fund industry. The absolute is interesting, and it is covered elsewhere in […] Read more »

GAM Insight: Hedge Funds De-Risk By January Month End

From Global Asset Management Managers weather the challenging last two weeks of the month In general, hedge fund managers began January broadly expecting the successful themes of the previous quarter to remain prevalent, according to Anthony Lawler, portfolio manager at GAM. Specifically, these themes included Japan reflation; strength in developed market equities led by US […] Read more »

GAM Hedge Fund Performance Update For End 2013

From Global Asset Management 2014 could see alpha and dispersion rise in importance over beta, says GAM Hedge funds had a strong final quarter of 2013 and ended the year up 6.7%, as measured by the HFRX Global Hedge Fund index returns in US dollar terms. “The four main hedge fund strategies all performed positively […] Read more »

GAM Insight – Hedge Fund Performance in November

From Global Asset Management Accommodative monetary policy continues to support equity-related hedge fund strategies in November, says GAM A continuing rally in equity markets remains a prominent theme as we head into December, but there are also other sizeable trade ideas today across hedge funds, says Anthony Lawler, portfolio manager at GAM.   “Hedge fund […] Read more »

GAM Insight – Equity Hedge and Event Driven Managers Ride Trends to Gains in October

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 »