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Alternative Market Briefing

Zenith believes that fewer hedge fund managers shorting stocks creates a superior investment environment

Tuesday, January 29, 2013

Beverly Chandler, Opalesque London: Zenith Investment Partner’s Daniel Liptak writes this month that the current attraction to risk assets is a reaction to a phenomenon of the boy calling wolf too many times or the reality that apparently QE for longer actually provides the support to move out on the risk curve. "Whatever the reason, at the start of 2013, the environment looks safe enough to look at risk assets again. "Ah," said Arthur, "this is obviously some strange usage of the word safe that I wasn't previously aware of." ("The Hitchhiker’s Guide to the Galaxy")" Liptak writes.

Liptak believes that risk is something that needs to be acknowledged and managed in the best manner possible. "But it is fascinating to hear talk of an impending inflation breakout filling the streets with pandemonium and entire civilizations verging near collapse, while the official numbers suggest something else. Sure inflation will raise its head again, but given the at best benign growth rates, coupled with high unemployment, it will not happen tomorrow. In other words we can’t rule out the worst won’t happen, but we should ignore those who sell us fear".

Liptak focussed on the Australian Market Neutral Sector in this Report. "The Australian investment options are known to most of our readers. But one strategy appears to have been missed. We demonstrate in this report that Australian market neutral funds not only; p......................

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