Tue, Feb 21, 2017
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Only few opportunities left in mortgage market - Ayaltis

Monday, December 03, 2012

amb
Ernesto Prado
From Precy Dumlao, Opalesque Asia:

A good number of high risk premium asset class managers benefited when Federal Reserve Chairman Ben Bernanke started the next round of QE3. QE3 lifted the equity markets to more than 15% so far this year and helped deliver "QEsubsidized" performance, said Ernesto Prado Ayaltis, a boutique fund of funds, during the recent Opalesque 2012 Zurich Roundtable.

The Zurich Roundtable took in the offices of our series sponsor Eurex; it was also sponsored by IDS Funds Services and Taussig Capital.

Without the latest QE, fund managers would not have seen such gains neither for corporate bonds nor for equities, Prado explained, "for that reason, during the next couple of years, we prefer to invest into the lower risk premium assets while still trying to anchor ourselves as close as we can to the printing power of Bernanke�s and other central bankers� printing presses - the same mortgage asset classes we targeted since December of 2008 and which have strongly helped our returns be fantastic."

In September, Bernanke announced a third round of quantitative easing, or QE3. It included a plan to purchase $40bn of mortgage-backed securities per month. ......................

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. With $54bn in assets, Philippines is ready for hedge funds, alternative investment products[more]

    Komfie Manalo, Opalesque Asia: With the country's outstanding fund management industry at $54bn and growing, the Philippine market and its investors are ready to invest in "more sophisticated" asset management products, like hedge funds and alternative investments, said Deanno J. Basas, presi

  2. SoftBank to buy Fortress Investment for $3.3bn[more]

    From Reuters.com: Japan's SoftBank Group Corp on Wednesday said it has agreed to buy Fortress Investment Group LLC for about $3.3 billion, looking to add investment expertise as it prepares to launch the world's largest private equity fund. The all-cash deal is SoftBank's first major investmen

  3. ...And Finally - Truth in advertising[more]

    From Newsoftheweird.com: Girl Scout Charlotte McCourt, 11, of South Orange, New Jersey, saw her sales zoom recently when she posted "brutally honest" reviews of the Scouts' cookies she was selling -- giving none of them a "10" and labeling some with dour descriptions. She was hoping to sell

  4. Europe - Brexit - Updated legal guide, Euro exchange rates set to tumble as hedge fund's super computer predicts Marine Le Pen will be next French president, Swiss fund market hits all-time high[more]

    Brexit - Updated legal guide From Herbertsmithfreehills.com: When we began analysing in depth the possibility of Britain exiting the EU (Brexit), 18 months prior to the June 2016 referendum, the business consensus was very much that Brexit was a remote prospect that either would never hap

  5. People - Gramercy appoints Bradshaw McKee as managing director of Capital Solutions, Trump taps Cerberus's Feinberg to lead intelligence review[more]

    Gramercy appoints Bradshaw McKee as managing director of Capital Solutions Gramercy Funds Management LLC, a $5.8 billion dedicated emerging markets investment manager, today announced the appointment of Bradshaw McKee to the position of Managing Director, Capital Solutions and Distressed