Sun, Jul 5, 2015
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Alexander Ineichen’s Regulomics research shows little to cheer alternative investors

Friday, June 24, 2011

By Beverly Chandler, Opalesque London:

A recent piece of research from Alexander Ineichen’s eponymous Ineichen Research & Management research boutique claims that we are in a phase of Regulomics. This he defines as the opposite to Reaganomics, which, he claims, was better for investors. While Reaganomics, which stood for lower taxes, less regulation, less government spending and controlled money supply, suited investors, Ineichen’s Regulomics, the spiritual opposite, is what investors have to deal with today.

Regulomics essentially means more government spending, higher taxes, uncontrolled money supply, and more regulation. Ineichen says: "We don’t know how this will end. However, we do know this. When big government intervenes and the market cannot function properly, small inefficiencies typically turn into big problems."

Examples of 'small inefficiences’ that turn into big problems for Ineichen, include the Euro and Ucits products. "The UCITS phenomena, covered in our April 2010 report, is another intervention. It is albeit an intervention that is welcomed by parts of the market. After the experience of 2008 many investors were not asking about the return on their investments but about the return of their investments. UCITS caters to this demand. A regulated product gives certain investors a sense of security. It is also better from a career risk perspective. Losing mon......................

To view our full article Click here

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. Opalesque Exclusive: New systematic strategy managed alongside research firm outperforms S&P500[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: An emerging CTA manager explains how he runs his strategy, which is based on an index produced by a research firm. Peter Turk is head of

  2. Opalesque Exclusive: New systematic strategy embraces machine learning[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: The founder of a New York-based systematic trading firm, which offers a hybrid between alpha strategies and alternative feta at lower fees, describes his approa

  3. Larry Robbins' hedge fund Glenview buys 1m Tenet Healthcare shares[more]

    Komfie Manalo, Opalesque Asia: Glenview Capital Management said it bought an additional 979,482 shares at Tenet Healthcare Corp valued at $53.80 million, raising its stakes in the healthcare services company to 15.16%, reported

  4. Legal - Grayson’s hedge funds under scrutiny for possible ethics violations, Court rejects hedge fund’s motion to block merger of Samsung affiliates[more]

    Grayson’s hedge funds under scrutiny for possible ethics violations From Freebeacon.com: Rep. Alan Grayson is finding himself in hot water over managing hedge funds that bear his name, actions that are in possible violation of House ethics rules. Sitting members of Congress are prohibite

  5. Hedge funds decline in June as stocks tumble on Greek woes[more]

    From Bloomberg.com: Hedge funds posted losses across strategies last month as uncertainty over whether Greece will remain in the euro sent global stock markets tumbling. Winton Capital Management declined about 3.1 percent in June in its $12.1 billion Winton Futures Fund, leaving it down 1.9 percent

 

banner