BlueBay Asset Management, the London-based fixed income and emerging markets manager, is warning the recent uptick in economic activity could give way to “a more difficult backdrop” in August, as the future direction of the global economy continues to hinge
Many discretionary macro managers are successfully capitalising on the continuing global economic upheaval, with solid first quarter gains that may hint at a reversal of fortunes for a strategy beleaguered by assorted challenges and high-profile closures in recent years. Macro
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.
A stronger revalued yuan is vital to any post-coronavirus global economic recovery, with reinvigorated Chinese financial firepower helping to swerve a deep recession in the next year, according to Toscafund Asset Management’s Savvas Savouri.
Last year provided some optimism for global macro hedge funds, ending the year up 6.50 per cent according to eVestment’s aggregated hedge fund performance data. And there are signs that 2020 could offer good opportunities to make upside, as macro
Mike Amey, PIMCO’s head of sterling portfolio management and ESG strategies on the challenges facing the Bank of England… The Bank of England has had to navigate a difficult set of circumstances in its attempts to raise interest rates. As
Timothy Graf, head of macro strategy for EMEA at State Street Global Markets; Antoine Lesné, head of EMEA strategy and research for SPDR ETFs; and Elliot Hentov, head of policy and research – official institutions for EMEA at State Street
Value investors are returning to Greece, hopeful that if improving macro-economic conditions persist, the coming year will prove a major boost to Greek small cap stocks, according to Quaero Capital. The specialist fund management firm says that uncertainties still persist
Mirabaud Securities has launched the Mirabaud Securities Global Thematic Group, a specialist team that assesses macro themes and fundamental stock ideas to identify interesting opportunities for investors. The team is led by Global TMT Analyst Neil Campling and Head of
By Don Steinbrugge, Agecroft Partners – Each year, Agecroft Partners predicts the top hedge fund industry trends stemming from our contact with more than two thousand institutional investors and hundreds of hedge fund organisations. The hedge fund industry is dynamic, and
