Thu, Nov 23, 2017
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Ineichen finds global macro economy is just 'muddling through�

Tuesday, April 02, 2013

amb
Alexander Ineichen
By Beverly Chandler, Opalesque London:

Alexander Ineichen, founder of Ineichen Research and Management AG, a research firm that focuses on risk management, absolute returns and thematic investing was interviewed by Sona Blessing for Opalesque Radio in March. Ineichen is a hedge fund industry veteran, having been Head of Industry Research for the hedge fund platform at UBS Global Asset Management and author of "Absolute Returns-The Risk and Opportunities of Hedge Fund Investing" and "Asymmetric Returns - The Future of Active Asset Management", both for Wiley Finance.

Asked what his thoughts were on the global macro economic situation at the moment, Ineichen declared that global economy is just muddling through. "It�s not an ecstatic expansion like we saw in the 1980s or 1990s" he said, "but it�s not a depression � it�s something in between." Ineichen felt that the global economy is being kept alive artificially through an unprecedented monetary and fiscal policy. "The two stimuli stop the situation from getting worse."

The combined efforts at governmental level have resulted in asset price inflation, Ineichen said. He quoted Herbert Stein�s law, "If something cannot go on forever, it will stop � this is my attitude. It�s difficult to anticipate or time wh......................

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. Outlook - Gundlach's stock market warning comes true[more]

    From Bloomberg.com: Jeffrey Gundlach has been warning something's got to give. Based on the past two days, looks like we have our answer. Stocks fell around the world a second day and high-yield bonds headed for a fourth straight loss, resuming a historic correlation that the hedge fund manager on W

  2. Middle East - Saudi-Iran war would create this domino effect of global disaster, Saudi billionaires said to move funds from region to escape asset freeze[more]

    Saudi-Iran war would create this domino effect of global disaster From CNBC.com: Events appear to be spinning out of control in the Middle East, and the threat a Saudi-Iranian war is looking increasingly credible. Make no mistake, an out and out conflict between the two nations would be

  3. Investing - Six more Warren Buffett buys, including Southwest Airlines, Seth Klarman's Baupost Group bets on beaten-up health care, Roark Capital offers to buy Buffalo Wild Wings: Wall Street Journal[more]

    Six more Warren Buffett buys, including Southwest Airlines From Forbes.com: Our latest recommendation for aggressive investors is Restaurant Brands International . Hedge fund manager Bill Ackman has an incredible 40.1% of his fund at Pershing Square Capital Management invested in Restaur

  4. Investing - Tages Capital steps in to rescue Italy's Banca Carige, Hedge funds place $5.4bn bet on Toshiba's resurrection, Why outside investors are fleeing: John Paulson's 6 worst investments[more]

    Tages Capital steps in to rescue Italy's Banca Carige From TheTimes.co.uk: A little known London hedge fund has played a pivotal role in the first rescue of an Italian bank without state intervention since the country's bad debt crisis started three years ago. Banca Carige, a Genovese le

  5. Tourbillon Capital, a $3.4bn hedge fund that's been sounding the alarm about 'frothy speculation,' is suffering big losses[more]

    From Businessinsider.com: Tourbillon Capital, a $3.4 billion hedge fund firm led by Jason Karp, is suffering. The firm's flagship Global Master fund is down 3.5% for the first 17 days of November, bringing performance for the year to November 17 to a loss of 10.6%, according to a note to investors s