Tue, Feb 9, 2016
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

U.S. financials, Asia, Africa, global macro and emerging market debt offer great opportunities for hedge funds

Thursday, July 04, 2013

amb
Scott Gibb
Komfie Manalo, Opalesque Asia:

From Komfie Manalo, Opalesque Asia:

U.S. financials, Asia, Africa, global macro and emerging market debt offer great opportunities for hedge funds, according to Scott Gibb, Partner and Portfolio Manager at Cube Capital. Gibb made the statement during the latest 2013 Opalesque UK Roundtable.

He told participants of the Roundtable, "One of the ongoing and most interesting opportunities we see today is in the financials space in the U.S. The U.S. is most interesting because the banks have made the most significant progress in cleaning up their balance sheets, getting rid of hybrid capital and getting to equity capital ratios around 8-10%. Whilst healthy, there are pressures from the bottom up, regulatory costs have escalated meaning that many subscale banks will have to close or merge."

The 2013 Opalesque UK Roundtable was sponsored by FFastFill, Eurex and Taussig Capital and took place in London last May.

At the same time, Gibbs noted that banks are suffering in a low loan growth environment, with zero interest rates that does not allow them to earn anything from their net interest margin. H......................

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. Investing - Avenue Capital's Marc Lasry: We like European bank loans, Comment: A bunch of hedge fund managers are chasing the 'dream of crushing a major structural problem'[more]

    Avenue Capital's Marc Lasry: We like European bank loans From CNBC.com: European banks are under immense pressure, but at least one prominent hedge fund has found what it thinks is a good opportunity in the wreckage. Marc Lasry, co-founder and chief executive of hedge fund Avenue Capital

  2. Credit Suisse cherry picks hedge fund ideas[more]

    From FT.com: Credit Suisse Asset Management plans to cherry pick profitable concepts from hedge funds with the launch in Europe of a “best ideas” strategy. The investment arm of the Swiss bank said the strategy will separate it from other funds blighted by “overcrowding problems”. It comes at a time

  3. Investing - Hedge funds bet on risks in U.S. blue-chip debt, Hedge funds bets against bank credit risk paying off, Tiger Global still likes Internet names, gets pointers from Jeter[more]

    Hedge funds bet on risks in U.S. blue-chip debt From WSJ.com: Hedge funds are betting the next bond sector to crack will be the $4.5 trillion market for the safest U.S. corporate debt. New York’s Perry Capital has placed a $1 billion wager against investment-grade bonds issued by 10 comp

  4. Short Selling - Hedge fund manager Kyle Bass is shorting real estate—again, Top US hedge fund has €80m short position in Paddy Power Betfair[more]

    Hedge fund manager Kyle Bass is shorting real estate—again From Fortune.com: He also predicted the mortgage crisis in 2008. Hedge fund manager Kyle Bass, who runs Dallas-based Hayman Capital, tanked the stock of a little-known real estate financier Friday by revealing that he is shorting

  5. HFRU Hedge Fund Composite Index down -2.58% in January[more]

    Global financial markets posted sharp losses in January led by declines in Oil and global equities, though steep intra-month losses in both were narrowed by strong gains in final trading days of the month. Global equities posted steep declines for the month led by Biotechnology, Energy, Financial, E