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 »

Market Reactions to the Bank of Japan’s Monetary Policy Decision

By Nathan Gibbs, Manager of the Schroder Japan Alpha Plus Fund The newly constituted Policy Board of the Bank of Japan completed its first meeting today under the leadership of Mr Kuroda, the new Governor. Given the strong language used in recent weeks by both the Governor and the Prime Minister, Mr Abe, investors already […] Read more »