OUTSOURCED TRADING

Outsourced Trading in Focus

Outsourced Trading in Focus

The concept of outsourced trading is not new to hedge funds, but its relevance has arguably come to the fore over the last 12 months as managers of all shapes and sizes seek out ways to run their businesses as cost-effectively as possible.

HOT OFF THE PRESS

Planning for the unexpected

Planning for the unexpected

By Joel Press, Press Management – In previous columns we have addressed the topic of Succession Planning in the context of factors to consider, and also the transition of leadership from a Founder to a named successor.  Those discussions presumed that the Founder and management team had the time and ability for thoughtful discourse and planning to insure an orderly transition. Unfortunately that is not always the case. 

MANAGER INSIGHTS

Embracing change: Singapore fund Four Seasons targets alpha catalysts in Japanese equities

Embracing change: Singapore fund Four Seasons targets alpha catalysts in Japanese equities

Profound shifts in board governance, demographics and technology are transforming the way Japanese companies do business, and Singapore-based fund manager Four Seasons Asia Investment is capitalising on this theme with its change-based investment approach which seeks out catalysts in neglected stocks across small-to-mid-cap equities.

OUTLOOK

Convertibles now key for Algebris, as rising inflation and falling yields loom over credit markets

Convertibles now key for Algebris, as rising inflation and falling yields loom over credit markets

Convertible bonds and certain cyclical credits in developed markets offer positive opportunities while broader credit markets face a squeeze from rising inflation, negative yields and increased government intervention, according to Alberto Gallo, head of global credit strategies at Algebris Investments.