Thu, Jun 20, 2013
A A A
Welcome Guest
Free Trial RSS
New! Family Office and Investor Database with 11,750 contacts
Alternative Market Briefing

2009 Outlook (8) - Kleinwort Benson sees bargains in equities, corporate credit, hedge funds, commodities, structured product
Thursday, January 15, 2009

By Benedicte Gravrand, Opalesque London: See yesterday’s 2009 outlook (6) here and (7) here.

According to Jeremy Beckwith, CIO at the UK-based private bank Kleinwort Benson, financial security will be the number one priority for investors in 2009.

For those in a position to take risks, bargains can be found in (1) equities and corporate credit; (2) property; (3) the hedge fund industry; (4) commodities later in the year, when EM recover ahead of Western economies; (5) structured products that take advantage of current levels of implied volatility to offer high income whilst limiting downside risk (Source).

With regards to opportunities for the hedge fund industry, Jeremy Beckwith told Opalesque in an e-mail communication that the assets controlled by hedge funds were falling sharply not only because of poor performance and redemptions, but also from the enforced deleveraging as banks had withdrawn lending facilities.

"The widespread sell-down of these investments has sent prices of many securities to very low levels, as market liquidity has dried up,” he continued. “All credit spreads have widened out substantially and the prices of many smaller company equiti......................

To view our full article Click here
Article link
Banner
Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing
  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. GAIM delegates hear fund of funds fees are increasingly discounted[more]

    Beverly Chandler, Opalesque London: Reporting from the GAIM conference in Monaco, CooConnect finds that funds of funds are taking action over their fees. The site writes: "Funds of funds have insist

  2. Multifonds’ white paper reflects on the likely impact of AIFMD[more]

    Beverly Chandler, Opalesque London: Investment software provider Multifonds has published its white paper, entitled: The impact of AIFMD and convergence survey. Key findings from the survey include: 83% of respondents agree convergence o

  3. Swiss funds increased by CHF 100bn ($829bn) year on year[more]

    The Swiss Fund Association has announced that in May 2013, the volume of assets placed in the investment funds covered by the statistics compiled by Swiss Fund Data AG and Lipper reached around CHF 763 billion, a slight rise of CHF 2.6 billion month-on-month. This represents a marked increase of jus

  4. GAIM Conference – Hedge funds brace for renewed debt crisis, Hedge fund managers don hairshirts and ‘impact investing’ at Monaco meet[more]

    Hedge funds brace for renewed debt crisis From Indiatimes.com: The euro zone's debt crisis may be far from over, while Japan's money-printing gamble to revive its economy could destabilize global markets if it doesn't work, some hedge fund managers say. They are taking the view that the

  5. Expertise on shipping related investments: Shipping related investments are unique. Firstly, shipping investments tend to show almost no correlation with other asset classes such as equity or bond markets *. Secondly, we believe, no other asset class reflects the global demand and original trade as accurately as the shipping industry does. A
Click here for More about Opalesque Tracking
- A new, unique Premium Service -
  1. One William Street
  2. Securis
  3. Haymarket
  4. Cantab
  5. Credit Suisse Asset Management
  1. man group
  2. managed account
  3. Ucits
  4. people
  5. King Street