Somerset Capital Management, the global emerging markets specialist manager, is building positions in Brazil and South Africa in a “once-in-a-generation” opportunity for EM stocks following the recent global market downturn.
Victor Argonov, senior analyst and crypto specialist at International Investment firm, EXANTE, believes, the cryptocurrencies could ultimately benefit from the current coronavirus crisis…We have recently seen some of the sharpest market crashes in history. From February 20 to mid-March, the
Hedge fund strategies of all stripes have posted sizeable losses so far this month as fears over the coronavirus outbreak ripped through global markets, new data from Hedge Fund Research shows. The HFRX Global Hedge Fund Index, which takes the
An extended period of stress, brought on by the Covid-19 pandemic, may put downward pressure on European CLO ratings, according to a new report by S&P Global Ratings.Read the full story at Institutional Asset Manager…
Portfolios built around value-based positions may be primed for a “significant” rally following the sustained global stock market slide, according to strategists at Man Group.
Algebris Investments, Davide Serra’s multi-asset class hedge fund firm, says markets are “ripe with opportunities”, and is now preparing to deploy its “dry powder” liquidity in a range of asset classes it sees as benefiting from future fiscal stimulus and
Zehrid Osmani, manager of the Martin Currie Global Portfolio Trust, gives his market outlook and suggests how investors should approach the current pandemic…The ever-deepening Coronavirus crisis is having a profound impact upon people’s lives the world over, and markets are
Managed futures strategies have been slowly clawing back gains in recent days, as steep downward trends continued to rock global markets on the back of the coronavirus pandemic.
Covid-19 will impact Greek tourism, but with strong PMI figures in 2019 and a new stable government, hedge funds such as Greylock Capital see long-term opportunities in the country; in particular Greek debt and real estate. Hopefully, the storm that
H2O Asset Management, Bruno Crastes’ discretionary macro hedge fund firm, has written to investors to offer its “sincere apologies” for “significant” risk-adjusted losses this past week. “If 2008 was a liquidity crisis, 2011, a volatility crisis, and 2016, a convexity
