Kepler Partners' Alexander Ellerby: Volatility provides rich opportunity set for macro hedge funds

'Manager selection remains critical'

clock • 5 min read

The global macro environment over the past couple of years has been a rapidly changing picture, marked by structural shifts in globalisation, divergent policy paths and escalating geopolitical tensions.

To continue reading this article...

Join Investment Week today

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Alternatives

Majority of private market managers endorse SIPPs as substantial growth driver

Majority of private market managers endorse SIPPs as substantial growth driver

Wealth Club survey

Michael Nelson
clock 13 August 2026 • 2 min read
Stewarts' Alex Jay: Private credit is the next frontier of fraud

Stewarts' Alex Jay: Private credit is the next frontier of fraud

'Easy pickings for unscrupulous players'

Alex Jay
clock 13 August 2026 • 2 min read
Robinhood unlocks UK access to crypto trading ahead of FCA regime

Robinhood unlocks UK access to crypto trading ahead of FCA regime

Rollout starts this week

clock 10 August 2026 • 1 min read
Trustpilot