Markets

EMERGING MARKET DEBT

Emerging market debt-focused hedge funds are staying patient amid “weaker alpha environment” – here’s why…

Emerging market debt-focused hedge funds are staying patient amid “weaker alpha environment” – here’s why…

The rally in emerging markets has “eroded the potential for alpha generation” in EM debt markets, but this weaker investment environment is only temporary, with hedge fund managers keeping their powder dry to capitalise on opportunities at a later stage.

MANAGER INSIGHTS

“Be vigilant”: Man GLG hedge fund veteran Pierre-Henri Flamand warns investors of inflation 'storm'

“Be vigilant”: Man GLG hedge fund veteran Pierre-Henri Flamand warns investors of inflation 'storm'

Pierre-Henri Flamand, Man GLG’s CIO emeritus and hedge fund industry veteran, says the huge economic stimulus from governments to combat the coronavirus crisis is fuelling the threat of inflation, and is warning investors to “be vigilant rather than to relax”.

MARKETS

Volatility “most definitely on the menu”: Hedge fund industry reacts to Thursday’s shock sell-off

Volatility “most definitely on the menu”: Hedge fund industry reacts to Thursday’s shock sell-off

After global stock markets suffered their steepest sell-off since June, Hedgeweek rounds up a range of perspectives from across the hedge fund spectrum, gauging the broader impact of this week’s unexpected reversal and the potential for renewed market volatility up ahead.

MARKETS

“From hope to worry”: Positive market movements still hinge on vaccine progress, says BlueBay

“From hope to worry”: Positive market movements still hinge on vaccine progress, says BlueBay

BlueBay Asset Management, the London-based fixed income and emerging markets manager, is warning the recent uptick in economic activity could give way to “a more difficult backdrop” in August, as the future direction of the global economy continues to hinge heavily on developments surrounding a potential coronavirus vaccine.