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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......................

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