Sun, Aug 20, 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. Opalesque Exclusive: Albright Capital puts a value lens on emerging markets[more]

    Bailey McCann, Opalesque New York: Over the past decade, investors have steadily increased investments in emerging markets private funds. Allocations to the cohort have increased from $93 billion in December 2006 to $564 billion in September 2016, according to data from research firm Preqin. Howe

  2. Jasper Capital International joins Hedge Fund Standards Board[more]

    Komfie Manalo, Opalesque Asia: Diversified and systematic investment firm Jasper Capital International has become the second China-based signatory to the Hedge Fund Standards Board (HFSB), an organization that brings hedge fund managers and investors together to set standards for the hedge fund i

  3. FinTech - Danger: Crowdfunding on the wrong platform could force you to go public[more]

    From LinkedIn.com: Some equity crowdfunding platforms are putting startups at serious risk. Working with a platform that doesn't structure your deal appropriately could jeopardize your ability to raise future capital or worse, force you to become a public reporting company. The emergence of eq

  4. David Tepper says we're 'nowhere near an overheated' stock market[more]

    From Marketwatch.com: Billionaire David Tepper thinks comparing this current stock-market environment with the overheated markets of 1999 is "ridiculous." The hedge-fund manager, who runs Appaloosa Management, told CNBC in a phone interview on Tuesday that the market's record run, notwithstanding la

  5. Opalesque Exclusive: Altegris and Artivest partner on distribution for alternative funds suite[more]

    Bailey McCann, Opalesque New York: California-based investment firm Altegris has partnered with New York-based alternative investments platform Artivest on distribution for $1 billion in alternative funds. The partnership also launches Artivest's capabilities to offer alternative solutions to acc