Fri, May 29, 2020
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Other Voices: How to take advantage of the current market sell-off

Wednesday, October 31, 2018

amb
Alex Gravish
By Alex Gavrish, Etalon Capital Ltd; author of "Story Investing"

Alex Gavrish explains why investors should roll-up their sleeves, identify the opportunity set and not be afraid making decisions

I recently went an exciting exhibition of Anni Albers works at Tate Modern. Albers is famous for integrating the ancient craft of weaving with modern art. Overall, the exhibition raises (in my view) the idea of the importance of knowing how to work with material, of having "material consciousness" - in any field, not only in art. And I think that investors can learn something from this as well.

At the exhibition I bought an interesting book "The Craftsman" by Richard Sennett. In the book, Sennett tells the following story. The painter Edgar Degas once remarked to poet Stephane Mallarme: "I have a wonderful idea for a poem but I can't seem to work it out". To this Mallarme replied: "My dear Edgar, poems are not made with ideas, they are made with words."

With current market sell-off many investors intuitively feel that there are opportunities in the market. But they are often confused and don't know what to do and where to begin. Instead of rolling up their sleeves and start working with the "material" - as Anni Albers did, they find themselves "buried......................

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. Tiger Global tops the list US-based venture capital market[more]

    Laxman Pai, Opalesque Asia: Tiger Global Management holds on to its position as market-leader in US-based venture capital, said a study. According to Preqin, the closure of tech-focused Tiger Global Private Investment Partners XII in January means the New York-based firm has raised more than

  2. Study: Emerging market bond issuers take hit as global recession deepens, The coronavirus pandemic could cost the global economy a nightmarish $82tn over 5 years, a Cambridge study warns[more]

    Emerging market bond issuers take hit as global recession deepens Increasing credit stress evident amongst many high-yield EM non-financial corporates as coronavirus disruption takes its toll, says Moody's. 74 out of 106 rated EM sovereigns have a stable outlook as of 30 April 2020 (compa

  3. Investing: Singer bets on Europe, emerging markets, Britain's unhealthy appetite for financial risk in essential services, How Stan Druckenmiller shook up his portfolio[more]

    Singer bets on Europe, emerging markets From Investment Magazine: William Blair's Brian Singer is looking to invest in Europe and the emerging markets as the recovery from the global economic shutdown to contain the pandemic will likely take longer than what the market has priced in.

  4. PE/VC: How Covid-19 could reshape private equity fundraising, The private equity bet that coronavirus cut short[more]

    How Covid-19 could reshape private equity fundraising From Asian Investor: The pandemic looks may have led to greater use of remote capital-raising but might it also encourage investors to establish more overseas offices? The coronavirus outbreak has inevitably hit the amount of mo

  5. Investing: Millennium hedge fund ups bet against Bank of Ireland, Value rotation was the last thing big funds thought would happen, Al Gore's firm sold Amazon and Microsoft stock. Here's what it bought.[more]

    Millennium hedge fund ups bet against Bank of Ireland From Independent: US hedge fund Millennium International Management has raised its bet against Bank of Ireland's shares. It comes as Davy says 2020 will be a write-off for banks, with losses across Irish lenders of €4bn. M