Gold, the Yen, Upside in Equities and Petroleum Week With Archbridge Capital

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In this article Simon Kerr, Publisher of Hedge Fund Insight, has a Q&A session with global macro manager  Hakan  Kocayusufpasaoglu, CIO of Archbridge Capital.   Hedge Fund Insight: You had a good year in 2013, with your macro fund up over 19%. In which asset classes did you make the most money, and how much […] Read more »

GAM Insight – Equity-hedged and event-driven managers winners in September

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 »

GAM Insight – Hedge Fund Performance in August

From Global Asset Management Asset prices drifted lower on seasonally light volumes during August. Equities and bonds sold off, with the MSCI World index down 2.1% and the Barclays Global Aggregate Bond index down 0.5%, both in US dollar terms. Commodities gained in aggregate, led by energy and precious metals, while wheat and corn declined on […] Read more »

Into the Mind of a Macro Manager – with Archbridge Capital

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By Hakan Kocayusufpasaoglu, CIO of Archbridge Capital, with an introduction by Simon Kerr   Introduction Some hedge fund strategies are more difficult to engage with than others. Most investors could understand what equity hedge funds do, but other strategies can be difficult (like volatility arbitrage) or just opaque (like most high end CTAs). Global macro […] 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 »