Wed, Mar 4, 2015
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Marc Faber: Hedge fund managers could take advantage of increased volatility in markets

Monday, September 17, 2012

amb
Marc Faber
From Precy Dumlao, Opalesque Asia – Swiss-born economist Marc Faber, author of the Gloom Boom & Doom Report, has painted a bullish picture on hedge funds and China and European stocks, it was reported.

Speaking during a hedge fund managers’ forum in Hong Kong, Faber declared, "I think China stocks are quite a good buy," and added that he also sees opportunities on European stocks, which he has been buying for about four months now. "Investors will look back at the European crisis today and think 'we should have bought equities in 2012’," he told his audience, TheGuruInvestor.com reported .

Faber also explained that the current poor performance in the hedge fund industry could be a contrarian indicator. He thinks fund managers could take advantage of increased volatility in markets.

The dwindling holding period in which investors own individual stocks, now at a record low, was among a handful of factors "that leads to volatility like in the 1970s," and this could help put the shine back on fund managers who move in and out of markets, Faber said, according to MarketWatch.com.

He was quoted as saying, "In this environment of negative real interest rates we will have a lot of volatility and there are two strategies you can use. One is to aggressively shift from one asset class to another." The other option is to se......................

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. Outlook - Philippe Jordan predicts 'alternative beta' to displace hedge funds, Stan Druckenmiller says Europe, Japan stocks will outpace U.S.[more]

    Philippe Jordan predicts 'alternative beta' to displace hedge funds From Investordaily.com.au: The disappointing performance of hedge funds in recent years is a result of "too much money chasing too little alpha", argues Capital Fund Management. Speaking to InvestorDaily, CFM partner Phi

  2. Investing - Seth Klarman of Baupost outlines his investment process as major stock market indices are stretched, Myriad hedge fund sold bulk of its Alibaba stake last year[more]

    Seth Klarman of Baupost outlines his investment process as major stock market indices are stretched From Valuewalk.com: As hedge fund manager Seth Klarman, leader of the $28 billion Baupost Group, reviews 2014 performance and considers investors gained near 7 percent on the year, he cons

  3. Investing - As rig count falls, hedge funds pile into long crude futures, Parus tactically shifts long/short exposure ratios, Mario Draghi outflanking Kuroda as bearish euro bets surge, Prime Capital’s 500.com bet derailed after 41% drop[more]

    As rig count falls, hedge funds pile into long crude futures From 247wallst.com: In the week ended February 27, the total number of rigs drilling for oil in the United States came in at 986, compared with 1,019 in the prior week and 1,430 a year ago. Including 281 other rigs mostly drill

  4. Opalesque Exclusive: SEC’s Mark J. Flannery warns hedge funds against valuation misconduct[more]

    Komfie Manalo, Opalesque Asia: Securities and Exchange Commission chief economist and director of Division of Economic and Risk Analysis (DERA) Mark J. Flannery has warned of the risks posed by market misconduct, particularly in the true valuation of assets by hedge fund managers. In his

  5. Dymon Asia's $3bn macro hedge fund lost 10.45% in January[more]

    From Reuters.com: Dymon Asia's $3.1 billion macro hedge fund lost 10.45 percent in January, performance data seen by Reuters showed, a month where many peers lost heavily after a surprise rise in the Swiss franc. Singapore-based Dymon, set up by Danny Yong, a former founding partner and chie