Tue, Apr 28, 2015
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. U.S. does not want hedge funds to invest in offshore re-insurers for tax purposes[more]

    Komfie Manalo, Opalesque Asia: The U.S. Treasury Department on Thursday introduced a new rule aimed at limiting hedge funds’ ability to reduce their tax bills by investing in insurance companies in offshore tax havens. As a general rule, the U.S. tax laws does not allow hedge funds to use off

  2. Ruling: Hedge funds suing Argentina can have access to bond offering details[more]

    Komfie Manalo, Opalesque Asia: U.S. District Judge Thomas Griesa in Manhattan ruled yesterday that hedge funds are entitled to details of a recent bond offering by Buenos Aires, reports

  3. Fund managers express concern of overvaluation in both equity and bond markets[more]

    Komfie Manalo, Opalesque Asia: According to the BofA Merrill Lynch Fund Manager Survey, investors see growing overvaluations in both

  4. Update: Wall Street has strong feelings about Jon Corzine trying to make a comeback[more]

    From Businessinsider.com.au: Former New Jersey Governor Jon Corzine is thinking about starting his own hedge fund, according to the Wall Street Journal, and because of the way his last firm imploded, Wall Street has strong feelings about that. “Truth is the larger seeders would never give him money

  5. Opalesque Exclusive: Cybersecurity and hedge funds - A manager’s experience, Part Four[more]

    Benedicte Gravrand, Opalesque Geneva: Ruane, Cunniff and Goldfarb, Inc. used to have their own IT infrastructure. Todd Ruoff, Executive Vice President in charge of trading, operations and technology, was responsible for its maintenance. Then he started looking at outsourced providers a couple of

 

banner