Sat, Jun 25, 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. Opalesque Roundup: Hedge funds shrink as liquidations outpace new launches in Q1: hedge fund news, week 27[more]

    In the week ending 17 May, 2016, HFR said hedge fund liquidations declined narrowly to begin 2016 after rising sharply to conclude 2015, as investors positioned f

  2. Europe - Hedge funds keep powder dry over big Brexit bets, Hedge funds sense profit in Europe shock waves after Brexit vote, Soros warns Brexit may cause pound plunge worse than Black Wednesday, After Brexit: What will happen if Britain votes to leave the UK?[more]

    Hedge funds keep powder dry over big Brexit bets From FT.com: Hedge funds are shying away from big bets on Brexit, with many unwilling to risk further losses having already suffered a painful first half of the year. With the outcome of a UK vote on the country’s membership of the Europea

  3. News Briefs - ’Flash Boys’ get green light to launch stock exchange, Pimco says ‘storm is brewing’ in U.S. commercial real estate, Bankers get ready to rumble at Hedge Fund Fight Night, AIMA Australia celebrates 15th anniversary[more]

    ’Flash Boys’ get green light to launch stock exchange In an investing environment ruled by fast, the newest U.S. public stock exchange is banking on slow. Well, slower. IEX Group, which won Securities and Exchange Commission approval on Friday to go head-to-head with the New York Stock E

  4. Blackstone buys minority stake in New York-based credit hedge fund Marathon[more]

    Benedicte Gravrand, Opalesque Geneva: Blackstone Strategic Capital Holdings Fund, a vehicle managed by Blackstone Alternative Asset Management (BAAM), has acquired a passive, minority interest in Marathon Asset Management, for an undisclosed sum. Based in New York,

  5. Global markets fell, hedge funds gain in mid-June on Brexit, Fed rate concerns[more]

    Komfie Manalo, Opalesque Asia: Global financial markets declined through mid-June, as uncertainty associated with the upcoming Brexit referendum and expected U.S. Fed interest rate hike contributed to increases in volatility across asset classes, data provider