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“Substantial” market rotation will offer fresh alpha opportunities in second quarter, says K2 Advisors

“Substantial” market rotation will offer fresh alpha opportunities in second quarter, says K2 Advisors

Hedge funds can capitalise on a “substantial” sector and asset class rotation during the second quarter, as an uneven economic recovery, bumpy vaccine rollouts and an inflationary environment drive dispersion across industries, K2 Advisors said this week.

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Exchange Council welcomes EEX initiative to offer simplified tendering procedure to public authorities

Exchange Council welcomes EEX initiative to offer simplified tendering procedure to public authorities

The Exchange Council of the European Energy Exchange (EEX) at its first meeting of 2021, which was chaired by Dr Michael Redanz, Managing Director of EWE Trading, has welcomed the intention of EEX to introduce exchange-based procurement auctions to provide German public authorities with a simple and transparent tool to purchase electricity and natural gas on-exchange instead of going through a full public tender process. 

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Man GLG’s Flamand urges market neutral tilt as inflation risk looms amid equities “euphoria”

Man GLG’s Flamand urges market neutral tilt as inflation risk looms amid equities “euphoria”

Inflation is the next big risk facing the nascent economic recovery, and equity investors should be “exceptionally selective” in their exposures, tilting portfolios towards market neutral strategies that will help avoid excessive beta risk, says Man Group’s Pierre-Henri Flamand.