Hexam Capital Partners has adopted 40% net short positions over fears markets are not pricing in pot...
Hexam Capital Partners has adopted 40% net short positions over fears markets are not pricing in potential global interest rate rises. Marina Akopian, manager of the Resolution Hexam EMEA Absolute Return, and John Payne, manager of the Resolution Hexam Global Resources Absolute Return funds, have moved their vehicles into aggressive net short positions. The managers have taken these positions over concerns that global markets are rallying hard because of greed and fear, rather than purely short-term fundamentals. Akopian said: “A liquidity crunch, particularly in the US, would trigger...
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