Sat, Mar 28, 2015
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Industry Updates

SEB: Global imbalances will benefit hedge funds, 'asset class is highly useful in portfolio-building'

Wednesday, December 01, 2010
Opalesque Industry Update - Here is an overview of SEB's latest comment on hedge funds:

- The difficulty for hedge funds has been to find the right risk level and thereby create the conditions for generating returns. The financial market is offering a climate favourable to hedge funds, with a number of themes that managers could take advantage of in order to generate value

- The market situation is favourable for hedge funds that can employ several different asset classes to generate value. We note that Global Macro managers are mainly using currencies and fixed income securities to generate value. We also see that they have begun to take more risks than they did during the first half of 2010

- We foresee diminishing opportunities for Distressed strategies, and our advice is to start being cautious about them. For those who want to invest in this type of hedge funds, we prefer broader Event Driven or Merger Arbitrage funds

- On the whole, we regard the potential for hedge funds as good, and we believe that this asset class is highly useful in portfolio-building.

SEB’s two-page article “Global imbalances will benefit hedge funds” can be downloaded from Opalesque: Source


SEB is a Northern European financial group: www.seb.se


Bg

What do you think?

   Use "anonymous" as my name    |   Alert me via email on new comments   |   
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. Other Voices: Does the hedge fund industry benefit society?[more]

    This article was authored by Don Steinbrugge, Chairman of Agecroft Partners, a US-based global consulting and third party marketing firm for hedge funds. It is no secret that the hedge fund industry is viewed negatively by a la

  2. Private credit comes into focus for investors[more]

    Bailey McCann, Opalesque New York: As investors look for a way out of the low yield/no yield environment, private credit is becoming an increasingly attractive asset class, according to a white paper from Bayshore Capital Advisors. Private credit has grown steadily since the financial crisis as

  3. Other Voices: The role of diversification in CTA portfolios[more]

    2014 brought a resurgence of managed futures strategies, or CTAs, which performed very well as a whole, outperforming all other hedge fund strategies. However, a closer look reveals that there was a wide range of performance, or return dispersion, across managers. The bottom line? Not all CTAs

  4. Neuberger Berman unit buys 20% stake in activist hedge fund Jana Partners for $2bn[more]

    Komfie Manalo, Opalesque Asia: Neuberger Berman’s unit Dyal Capital Partners bought a 20% stake in activist hedge fund firm Jana Partners worth $2bn, WSJ.com reports. The deal comes as activi

  5. Hedge fund launches fall again, $1bn funds found to outperform even smaller hedge funds[more]

    Komfie Manalo, Opalesque Asia: The number of new hedge fund launches fell again in 2014, the third consecutive year of decline, while fund liquidations saw their first drop since 2010, according to the latest HFR Market Microstructure Industry Report released by industry data provider HFR. Acc

 

banner