Zoom has been the ultimate success story for 2020 as firms, globally, have adjusted to remote working. If I think about what the next best thing to Zoom will be, I would say it needs to be something that gives
Japan’s macroeconomic backdrop is strengthening alpha-generating opportunities for hedge funds, with a growing number of newly-launched Japanese equity strategies looking to capitalise on a kaleidoscopic range of stockpicking ideas arising from market-friendly structural reforms, a pick-up in economic momentum, improving
The co-ordinated billion-dollar raid on hedge funds’ short positions in GameStop by amateur traders represents another risk management factor in a battalion of emerging challenges that now confront managers’ portfolios, industry participants say.
Seasoned hedge fund investor Dixon Boardman (pictured), the founder and CEO of New York-based multi-manager group Optima Asset Management, is bullish on hedge funds for the year ahead – seeing compelling opportunities across several strategies after a year in which
By Barry Norris, CEO and fund manager, Argonaut Capital – The meteoric rise of GameStop’s stock – which is seen by professional investors as having a business model appropriate for a bygone age – has been widely celebrated as a
In his latest occasional blog series, Joel Press (pictured) of Press Management, considers the issue of succession planning in the hedge fund sector and the planning, time and effort needed to accomplish a successful transfer of leadership…
With less than three weeks left until the US presidential election, London-based hedge funds are now closely scrutinising how certain assets and markets will be shaped by the potential outcome of the 3 November poll. Savvas Savouri, chief economist and
Luca Paolini, chief strategist at Pictet Asset Management, says the US political gridlock of recent days following the closely-run presidential race – and the likely divided legislature resulting from the election – “is not as bad for financial markets as it
As global economies re-emerge from the coronavirus lockdown, Hedgeweek rounds up a range of views from across the hedge fund spectrum on how the so-called ‘new normal’ may shape investment opportunities…
The current stock market rebound is “out of step with economic reality”, according to Pictet Asset Management’s chief strategist Luca Paolini. While the sustained market resurgence appears to have bolstered equity and credit-focused hedge funds’ returns during May, Paolini warned that
