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
Naysayers of the world’s reserve currency forget its potential as an asset in what are still crisis conditions, says RWC Diversified Returns Fund Manager Clark Fenton.As aggressive fiscal and monetary policies mean risk is shifting from private to government balance
The euro could be set to appreciate against the US dollar, says London-based global equities hedge fund Russell Clark Investment Management. Russell Clark’s contrarian long/short firm, known for its bearish calls in global stock markets, believes that recent data on
By Jeremy Lang, partner and co-founder of Ardevora Asset Management – Humans are notoriously poor at forming subjective probabilities – the mind prefers dealing with absolutes: ‘yes’ or ‘no’. We are also very susceptible to anchoring when forming our views. The
By James McDonald (pictured), CEO/CIO of Hercules Investments – America is in bad shape. While the rest of the world seems to be moving past the Coronavirus, the US is still experiencing record deaths nationwide. Americans continue to struggle just
The UK’s slide into recession could squeeze investor flows into the country, carrying far-reaching implications for hedge funds focused on UK markets. Data released this week shows UK GDP contracted by 20.4 per cent between April and June – the
Cristina Bastin, portfolio manager of Muzinich & Co’s Asia Credit Strategies, comments of the outlook for the Chinese credit market…
Savvas Savouri, chief economist and partner at long-running UK hedge fund manager Toscafund Asset Management, believes the UK is well-positioned to emerge from the current coronavirus downturn, despite GDP falling more than 20 per cent in the second quarter, sending
Some hedge fund managers fear that a contested outcome in tomorrow’s US presidential election, followed by a prolonged wrangle over the final result, may not be priced in to markets to the degree that it should be. Jim Neumann, partner
