11 July 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.
17 June 2011
Here in the UK, household budgets are currently under attack from insufficient growth in earnings and higher costs for basic goods and services.
10 June 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.
03 June 2011
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.
27 May 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.
20 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.
13 May 2011
Many retail investors might not have known the name Laxey Partners before this year.
06 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.
02 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.
21 April 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.
15 April 2011
RAB Capital has been emblematic of the many trials of hedge funds during the financial crisis.
08 April 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?”
01 April 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.
25 March 2011
If you ask investors for their least favourite abbreviations from the crunch, CDO, CLO, RMBS and CMBS may spring up.
18 March 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.
Mike Della Vedova, manager of the T. Rowe Price European High Yield Bond fund, analyses the asset classes to choose from when investing in a challenging fixed income cycle.
The recent collapse of a €200mn convertible bond issued by Banco Espirito Santo’s parent company rocked the convertibles market. Marc Basselier, manager of AXA Framlington Global Convertibles fund, asks if the fundamentals still stack up.
The trend of slowing dividends from the blue chip income stalwarts is well underway, and Tesco is next in line. The business faces 'significant' cuts to its margins and the dividend may be slashed too, predicts EEA FM's David Urch.
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