Sign up for free newsletter

 

Since forming in June ’08, the JV between Hong Kong-based research house, GaveKal Asia, and London heavyweight, Marshall Wace, has shone brightly. Amidst the volatility of global markets, the four funds managed under the JV have consistently delivered, benefiting not only investors through world-class risk control systems, but also both firms respectively. Apart from the huge amount his gavekal team has learnt under the partnership, CEO Louis-Vincent Gave says via email: “GaveKal has helped boost Marshall Wace in areas, namely the identification of macro risk.” “The fact that our funds’ nav continue to mark new highs is, I believe, a testimony to the strength of the joint venture.” Favourable market trends are, in Gave’s opinion, due to higher asian currencies and massive dispersion, noting that market divergence is now greater than the US or Europe. “I think it is obvious that SE Asia is going through a 'triple merit scenario' of higher currencies, lower bond yields and higher asset prices,” says Gave, who is now focusing his attentions on Korea.


Subscribe to free daily newsletter
latestjobs
Analyst Tech Investment Banking - NYC

Wed, 28 Jan 2015 00:00:00 GMT

Director Project Finance - Metals & Mining Latam

Wed, 28 Jan 2015 00:00:00 GMT

VP/Director - TCF Energy - NYC / Toronto

Wed, 28 Jan 2015 00:00:00 GMT

events
6 days 5 hours from now - Kuala Lumpur
1 week 3 days from now - Las Vagas
1 week 4 days from now - Florida
specialreports