Sat, Mar 25, 2017
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
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......................

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. Hedge fund liquidations in 2016 surpass 2009 levels, new launches decline[more]

    Benedicte Gravrand, Opalesque Geneva: Even as the hedge fund industry's total assets exceeded the $3tln milestone last year, hedge fund liquidations increased. So much so that 2016 had the highest number of liquidations since 2008, claims the latest HFR Market Microstructure Report, re

  2. Hedge funds find no joy in macro as returns lag Trump rally[more]

    From Gulfnews.com: In 2017, macro hedge funds were expected to shine. So far? Not so much. It's been a far from impressive first two months for funds that trade around macroeconomic events. Discretionary funds rose just 0.3 per cent through February, according to Hedge Fund Research Inc., while the

  3. Strategies - Billionaire investor Marc Lasry shares how he's playing markets right now, Classic models are failing FX hedge funds desperate for return[more]

    Billionaire investor Marc Lasry shares how he's playing markets right now From CNBC.com: Buy on the prospect of deregulation. Sell on the enactment of deregulation. That's the strategy that billionaire investor Marc Lasry is implementing, according to an interview with CNBC in Las Vegas

  4. Opalesque Exclusive: Aberdeen makes the case for the lower mid-market[more]

    Bailey McCann, Opalesque New York: Aberdeen Asset Management has released a new paper focused on lower mid-market private equity. According to the paper, this segment of the private equity market is gaining popularity with private equity investors that are looking for multiple expansion and less

  5. Hedge funds await outcome of French elections, feel pinch on lower oil prices & weak dollar[more]

    Komfie Manalo, Opalesque Asia: Hedge funds felt the pinch of lower oil prices and weak U.S. dollar as the Lyxor Hedge Fund Index was marginally down as of the week ending 14 March, Lyxor Asset Management said in its Weekly Briefing. The Lyxor He