Mon, Apr 21, 2014
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

Banner
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. Opalesque Exclusive: Classic Auto Funds Limited (CAF) launches several car investing funds[more]

    Bailey McCann, Opalesque New York: A new trend in alternative alternatives is emerging - car appreciation funds. Classic Auto Funds Limited (CAF) is the first to market with several funds that make super elite luxury cars into real asset investments. As a result of growing overseas demand couple

  2. Investing – Big hedge funds bought Puerto Rico's junk bonds, Fidelity explores new trading venue amid flash trade concerns, Crisis-era Greek bonds reward early buyers with big effective returns, Cargill unit discloses stake in Freddie preferred[more]

    Big hedge funds bought Puerto Rico's junk bonds From Reuters.com: Several large hedge funds doubled down on Puerto Rico in last month's giant bond sale despite the U.S. territory's financial struggles, the Wall Street Journal reported, citing confidential documents reviewed by the newspa

  3. Opalesque Exclusive: Hedge fund replicators evolve[more]

    Bailey McCann, Opalesque New York: Hedge fund replicators as a group of products tend to get a bad rap from hedge fund managers who suggest that the best a replicator can offer is dynamic beta capture. A

  4. Opalesque Exclusive: Pensions, endowments, family offices reconsider life settlement investments[more]

    Bailey McCann, Opalesque New York: Hedge funds were once the largest investors in the life settlement industry, now the industry is seeing more interest from pensions, endowments and family offices directly. Life settlements have always been considered a niche part of the investing landscape, an

  5. SEC allows investment funds to use social media[more]

    Bailey McCann, Opalesque New York: The Securities and Exchange Commission (SEC) has released new guidance letting investment funds and advisors use social media to promote client reviews. The guidance seeks to assist investment managers in developing compliance policies and procedures reasonably