Credit-focused strategies are emerging as a key area of focus for investors, as managers rush to seize on the “incredible” opportunities being thrown up by the recent widespread market turmoil.
Sparked by the rapid pace of innovation, the business of managing money is being reshaped by five key trends Find out how firms can meet the challenges head-on.
Ironshield Capital Management, the London-based long/short event driven hedge fund that trades stressed and distressed European corporate credit, has launched its Ironshield Credit Fund on the MontLake UCITS Platform, with the aim of capitalising on recent credit market dislocations.
The current environment is playing to the strengths of special situation hedge fund strategies, which seek to generate alpha from announced deals, and as merger spreads widen out, new opportunities are arising.
By Don Steinbrugge, Agecroft Partners – Commodity Trading Advisers (CTAs) are one of only a few hedge fund strategies that performed well throughout the market selloffs of 2000-2002, 2008 and 1st Q of 2020. Yet, investor’s perception of the strategy is more divergent than any other major hedge fund strategy.
Somerset Capital Management, the global emerging markets specialist manager, is building positions in Brazil and South Africa in a “once-in-a-generation” opportunity for EM stocks following the recent global market downturn.
The global hedge fund industry’s shift towards greater customisation and bespoke products is rapidly gathering momentum, as allocators pile into managed accounts and sector- or country-specific strategies, with ESG concerns also increasingly to the fore, according to a new industry study published by Deutsche Bank.
By Philip Young, partner, Cooke, Young & Keidan LLP
For years people in the markets have been asking when the sovereign and corporate debt bubbles – fuelled by ultra-low interest rates and quantitative easing – would finally burst.