The past five years of ongoing crisis and macro driven market volatility have certainly provided plenty of headlines around the hedge fund industry. At times, it is useful to stand back and look beyond the often emotive and hyperbolic commentary to try to form a balanced and objective view of what opportunities exist today and how best to take capitalise on them.
This discussion can be divided between the investment opportunities presented by market dislocations and the structural opportunities driven by a shift in hedge fund attitudes toward more client friendly investment solutions. Investment perspective There are many potential opportunities for hedge funds today. This is as a consequence of both a long period of economic uncertainty and more recent patterns of flows into specific topical themes, such as yield plays or inflation hedges. Conditions for event-driven investing are worthy of note. Macro uncertainty has led to the hoarding of ...
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