The big picture: What key macroeconomic and geopolitical factors – Covid-19, interest rate moves, inflation, Russia-Nato-Ukraine, energy prices, market volatility, ESG etc. – are influencing your investment outlook in 2022?
Portfolio perspectives: In terms of specific portfolio positions and trades, where do you see the key investment opportunities and challenges in your fund strategy this year?
Industry evolution: How do you see recent hedge fund industry developments in investor sentiment, remote working, prime brokerage, operations, technology, and regulation etc. shaping your business over the next few years?
