THE ALCHEMIST
Investment Week | 11 Jul 2011
Now, who would have thought it? After being regarded as second rate citizens by many hedge funds leading up to and after the crunch, retail investors now hold the main remaining key to accessing some of the world’s most sought-after managers.
Here in the UK, household budgets are currently under attack from insufficient growth in earnings and higher costs for basic goods and services.
Investment Week | 17 Jun 2011
‘If in doubt, delegate’ seems to be the mantra of a growing number of investors this year, as asset allocation portfolios giving managers discretion to shift capital between markets are a popular choice.
Investment Week | 10 Jun 2011
OTHER THE ALCHEMIST ARTICLES
As investment styles fell from favour during the credit crunch, and certain asset classes were unloved as a result of Europe’s debt crisis, some veteran asset managers have had to change their spots.
Investment Week | 03 Jun 2011
CQS was the most recent asset manager to give its London client conference the theme of ‘uncertainty’ – around the global economy and asset classes – but it will not be the last.
Investment Week | 27 May 2011
Think of light entertainment on the wireless, and The Archers or Desert Island Discs probably springs to mind well before convertible bond arbitrage and volatility trading.
Investment Week | 20 May 2011
Many retail investors might not have known the name Laxey Partners before this year.
Investment Week | 13 May 2011
The eurozone was a crowning achievement for many Brussels europhiles, of which they no doubt felt intense pride. As history shows again and again, it came before a fall.
Investment Week | 06 May 2011
Equity and commodity markets around the world continue to look seriously vulnerable to further significant retracements. We are reminded of summer 2007 when we told clients to get out of equity markets.
Investment Week | 02 May 2011
Once upon a time, pensions were the ultimate investor for a hedge fund manager. Retail investors could wait while the red carpet was rolled out for bigger hitters.
Investment Week | 21 Apr 2011
RAB Capital has been emblematic of the many trials of hedge funds during the financial crisis.
Investment Week | 15 Apr 2011
I am not sure what I expected the hedge fund investor would say to my question: “What is the most unusual thing in your industry?”
Investment Week | 08 Apr 2011
‘Idiotic’ and ‘gratifying’, are not adjectives commonly applied to financial markets, but they have been used recently to describe the state of FX rates.
Investment Week | 01 Apr 2011
If you ask investors for their least favourite abbreviations from the crunch, CDO, CLO, RMBS and CMBS may spring up.
Investment Week | 25 Mar 2011
If you have already invested for clients in an emerging markets fund, but now think a few bob in a US equities portfolio will do better this year, then stop.
Investment Week | 18 Mar 2011
HAVE YOUR SAY
This week: Are hopes of a US recovery overblown?
JOB OF THE WEEK
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