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Don Steinbrugge, Agecroft Partners

Agecroft Partners predicts hedge fund industry trends for 2012 

Wed, 04/01/2012 - 15:36

Agecroft Partners predicts 2012 will be the best year for net flows into the hedge fund industry since 2007 despite the lacklustre investment performance for the industry in 2011. According to Agecroft’s Don Steinbrugge, this conclusion is based on several dominant and emerging trends the firm has identified through their conversations with more than 300 hedge fund organisations and 2,000 institutional investors during 2011… »

EU flag

US corporates can ride out Eurozone crisis

Tue, 03/01/2012 - 14:58

Probably the most impressive develop­ment in the investment universe in the last couple of years has been the dramatic growth in US corporate profits. The question is whether these re­cord profits are sustainable because of the continuing crisis in the Eurozone, according to Paul Chew, Head of Investments at US equity specialists Brown Advisory. »

Andrew Clark, chief index strategist for Thomson Reuters Indices and Lipper

Correlation, decorrelation and sector selection

Tue, 03/01/2012 - 08:26

Andrew Clark (pictured), chief index strategist for Thomson Reuters Indices and Lipper, draws on second-order variability analysis to predict which US sectors will decorrelate first, assuming the current market rally has legs… »

Jeremy Leach, managing director, Managing Partners Limited

Partial break up of Euro inevitable in 2012

Wed, 28/12/2011 - 17:38

A partial break up of the Euro is inevitable, with Greece the most likely to default and leave the single currency in 2012, according to fund manager Managing Partners Limited (MPL). The Euro was always going to be tested in an economic downturn, for the same reasons the European Currency Unit was tested in the early 1990s, says Jeremy Leach, Managing Director of MPL… »

Eleanor Hope-Bell, head of intermediaries UK and Nordics, State Street Global Advisors

etfexpress exclusive: Synthetic ETFs do not pose systemic risk but more investor education needed, says SSgA’s Eleanor Hope-Bell

Fri, 23/12/2011 - 15:21

There can be no doubting the popularity of ETFs. As an asset class it has grown substantially in recent years. According to data in BlackRock’s ETF Landscape Industry Review for end of Q1 this year the number of global ETFs has risen from around 1,200 in 2007 to 2,500 in 2010. »

Mike McGlone, Senior Director, Commodity Indexing, S&P Indices

Commodities in 2011 - The Year of Energy vs Non-Energy

Fri, 23/12/2011 - 11:56

Commodities have recovered this week along with equities, led by agriculture and energy prices. 2011 will be remembered by the dichotomy between energy and non-energy commodities, says Mike McGlone, Senior Director, Commodity Indexing, S&P Indices… »

Stefan Keller, Head of Managed Account Platform Research & External Relations, Lyxor Asset Management

2011 – A year for machines, not for men

Tue, 20/12/2011 - 09:57

As 2011 draws to an end, it is interesting to note that eight of the Top 10 performers on the Lyxor Managed Account Platform (Lyxor MAP) belong to the systematic and model-based kind of managers. Machine 8 – Men 2, says Stefan Keller (pictured), Head of Managed Account Platform Research & External Relations, Lyxor Asset Management… »

Enzo Puntillo, Head/CIO Fixed Income at Swiss & Global Asset Management

Inflation pressure could mount in the next recovery cycle

Mon, 19/12/2011 - 21:12

Enzo Puntillo (pictured) , Head/CIO Fixed Income at Swiss & Global Asset Management, assesses the prospects for fixed income investments… »

Maarten-Jan Bakkum, Senior Emerging Market Strategist, ING Investment Management

Europe earnings to decline by up to 10% as emerging market equities set to outperform developed markets in 2012

Thu, 15/12/2011 - 13:14

In the wake of inflationary pressure, the on-going loosening by China of its monetary policy is likely to be a key catalyst in ensuring the outperformance of emerging market equities compared to developed markets. However, with the crisis in the Eurozone spreading out further towards the core countries in the monetary union, earnings in the region are set to decline by up to 10%, says Maarten-Jan Bakkum (pictured), Senior Emerging Market Strategist, ING Investment Management… »

William Sels, UK Head of Investment Strategy at HSBC Private Bank

A lender of last resort for banks, but not for governments

Wed, 14/12/2011 - 12:55

Willem Sels (pictured), UK Head of Investment Strategy at HSBC Private Bank, on last week’s ECB meeting… »

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