Schultze Asset Management, a distressed investing specialist which targets a range of restructuring situations on a long and short basis, is forecasting a slew of investment catalysts in this area as the global economy gradually recovers from the coronavirus pandemic.
As the rollout of Covid-19 vaccines continues apace, equity markets look set to enjoy strong support in 2021, says Luca Paolini, chief strategist at Pictet Asset Management…
Don Steinbrugge (pictured), Founder and CEO of Agecroft Partners, outlines his predictions for the biggest trends in the hedge fund industry in 2021, based on contact with more than 2,000 institutional investors globally and hundreds of hedge fund organisations… 1.
As global equities markets on both sides of the Atlantic continue to flutter, credit and emerging markets are throwing up comparatively attractive trading opportunities, BlueBay Asset Management, the London-based fixed income and credit-focused hedge fund, said on Thursday. Against a
Bill Prew, CEO of INDOS Financial, considers how fund governance practices have evolved to cope with the recent pandemic, and before it, the 2008 financial crisis. Despite challenges, Prew says boards cannot let standards slip nor take short-cuts, otherwise the
In his latest monthly blog, Joel Press, formerly a senior partner and Head of the Global Hedge Fund Practice at Ernst & Young, and a leading voice on hedge fund operations and co-ordination services, looks at how social distancing might
Muzinich & Co’s Clint Comeux, portfolio manager, and Carl DeMuth, senior energy analyst, look at what the oil price correction can mean for energy credits…
Savvas Savouri, chief economist and partner at long-running UK hedge fund manager Toscafund, says UK chancellor Rishi Sunak’s economic update has “supercharged” his confidence.
By Don Steinbrugge, Founder and CEO, Agecroft Partners – The massive dislocations in the fixed income markets in March caused huge divergence in performance among hedge fund managers with similar strategies.
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.
