Wed, Nov 22, 2017
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

German hedge fund investors interested in broad range of strategies

Thursday, July 03, 2014

Komfie Manalo, Opalesque Asia:

German fund allocators are looking at opportunities in a number of strategies, including corporate bonds and equities. That was the comment given by Ahmet Peker, who manages the fund of hedge funds at Deka Investment during the latest Opalesque Frankfurt Roundtable 2014.

The Roundtable, sponsored by Eurex and tax and legal consultant WTS, took place in Frankfurt at the office of WTS.

"This is a very difficult environment for fixed income strategies in general," said Peker and added, "Some, like corporate bond selection strategies, can be interesting because they are market neutral. They are not that dependent on the direction of yields. But in general, we have reduced our exposure to these strategies.

Peker is also positive for equity stock selection strategies, although those took a hit over the last couple of months. Peker said he thinks the market behavior he had observed over the last four, five years, where the markets would just be in risk-on or risk-off modus, has changed over the last 12 months. "The markets are again differentiating more between good stocks and bad stocks, so we are optimistic for stock selection. Emerging markets got hit over the last 18 month......................

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. 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

  2. Paradise Papers - Robert Mercer's effort to avoid taxes appears in Paradise Papers, Tycoon made $41m from 'people's fund', Oxford and Cambridge 'investing millions of pounds offshore', Paradise Papers reveal[more]

    Robert Mercer's effort to avoid taxes appears in Paradise Papers From Therealnews.com: The Guardian has reported that conservative billionaire and Trump backer Robert Mercer "appears as a director of eight Bermuda companies in the Paradise Papers," the trove of documents reviewed by the

  3. Wall Street hedge fund veteran hits highs with copycat tactics[more]

    From FNLondon.com: A Wall Street veteran who has made big returns for wealthy clients by piggybacking on the strategies of well-known hedge funds is taking his novel approach to stock-picking to institutional clients. Dixon Boardman, chief executive of $2.5bn fund of hedge funds Optima Fund Ma

  4. Launches - Eaton Vance, Oaktree to launch diversified credit NextShares fund, FIM launches Nordic AI-powered fund[more]

    Eaton Vance, Oaktree to launch diversified credit NextShares fund Eaton Vance Management, a subsidiary of Eaton Vance Corp., announced the expected mid-November launch of Eaton Vance Oaktree Diversified Credit NextShares, a new Eaton Vance-sponsored exchange-traded managed fund. Eaton Va

  5. 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