New carbon and energy policies, regulations and initiatives are expected to drive markets in the coming year, resulting both in rising risk and opportunity for investors. And, as consolidation looms in the hedge fund industry, specialised, alpha-generating strategies can be
Investors have shown a growing appetite for liquid strategies as they face a challenging market environment due to increased volatility, rising interest rates and persistent macro-economic uncertainty. Stressed and distressed credit strategies are also of significant appeal, said Murano, a
Contrarian investment managers are in the frame given the current macro-economic environment. In times of turmoil, such investors benefit from turns in the market which see previously unloved investments coming back into favour. This setting also highlights the importance of
The boom in sustainable investing has brought challenges to the process of fundamental research. One of these key pressures is data-related, due to the fragmentation which still exists in this part of the market. Uniting datasets in one place can
In a crowded market where fund-raising is challenging, hedge fund managers need to make sure they are clearly articulating their investment story. Professional supporting materials to get their thesis across to potential investors are also critical to raising funds. Strategic
Demand for quantitative strategies is expected to rise as technology supports more agility in the space and the approach can outperform in the current market environment. Risk and stability are also taking centre stage as investors are concerned about volatility,
The extreme volatility and unprecedented uncertainty precipitated by the past year’s events have seen investors focus shift from yield hunting to one of capital preservation. Though the current situation could morph into one which is even more challenging, the widening
Uncertainty around a myriad of financial, political, and social issues represents the greatest risk the asset management industry currently faces. In this context, insurance continues to be an important hedging tool to help cover unexpected expenses associated with the impact
The dramatic changes to the prime brokerage landscape have provided an opportunity for new, modern firms to find their place in the industry. Hedge funds are looking for alternative funding solutions, which is resulting in new market participants and broadening
Forming local partnerships is key to achieving operational excellence and continuous improvement in food and agriculture investments. Colin Butterfield (pictured), CEO of Solum Partners outlines the firm’s differentiated approach to investing in this sector.
