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 Taylor Pearson, with an introduction by Simon Kerr of Enhance Consulting Introduction This essay has been published on HFI (with permission) not because it mentions two familiar names/brands from the hedge fund industry (Ray Dalio and Bridgewater, and Peter Thiel of Clarium Capital). Rather, a number of constructions that are key to successful […] Read more »
By Simon Kerr, Principal of Enhance Consulting Q. Where do you suggest new traders begin? A. (Phantom of the Pits) Get your office ready! Pick out your office where it is comfortable for you to have quiet time and a proper place to relax. Trading is going to be an all out effort if […] Read more »
By Hedge Fund Insight staff There is no doubt that the role of gold for hedge fund managers can be seen in the context of monetary policy, and specifically US monetary policy. Indeed this site has carried a number of gold-related articles in which the phrase “fiat money” has featured strongly. Although Eric Sprott could […] Read more »