Sun, Apr 30, 2017
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: Ex-Man manager combines sustainable investing with AI/ML[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: Dr. Richard Bateson, quant fund manager and physicist, has recently

  2. Other Voices: "Winner-take-all" dynamics and hedge fund investing[more]

    A growing stream of thinking in microeconomics is the concept of "winner-take-all" dynamics. The idea seems simple. A combination of networking economics and classic economies of scale creates situations where there are just a few dominant firms or economic agents who are able to capture significant

  3. Investing - How Chipotle's comeback attracted big data robots and value investors alike[more]

    From Forbes.com: When William Ackman's ailing hedge fund Pershing Square Capital Management bet $1 billion on shares in Chipotle Mexican Grill beginning in July 2016, the stakes couldn't have been higher. Pershing Square was reeling from what would eventually be a near $4 billion loss in drugmaker V

  4. Gondor Capital sees challenges ahead for financial markets as two hedge funds post strong gains in Q1[more]

    Komfie Manalo, Opalesque Asia: Vincent Au, portfolio manager of New York-based hedge fund firm Gondor Capital Management believes that the remaining of the year would be challenging for the financial markets even as his two hedge funds maintain

  5. Service Providers - Colemore launches fee tracking service for limited partners[more]

    Following Colmore's successful launch in January 2017, the firm has announced the launch of FAIR.. FAIR is designed to help private equity investors independently validate fees and incentives charged by underlying managers, saving time and providing an extra level of comfort. There is a glob