Jeremy Hall shorting commodity, consumer and financial sectors

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Resolution long/short manager Jeremy Hall is finding short ideas in the commodity, consumer discreti...

Resolution long/short manager Jeremy Hall is finding short ideas in the commodity, consumer discretionary and financial sectors. Hall, who runs the group's UK 130/30 fund, said a global economic slowdown is inevitable as US consumer spending weakens. Miners have featured in Hall's short book for two years, which has hit overall returns but he says the position will bear fruit. "Industrial cyclicals rolled over in September on the back of economic growth concerns but miners have not," he said. "This does not make sense." On the short side, Hall said he focuses on aggressive accountin...