Mon, Oct 24, 2016
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:


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. M&A - U.S. hedge fund HarbourVest is shock winner in the £1.1bn SVG Capital takeover saga, Hedge fund Parvus shows hand, toppling William Hill merger deal[more]

    U.S. hedge fund HarbourVest is shock winner in the £1.1bn SVG Capital takeover saga From The fierce battle to buy Britain's biggest private equity group has come to an unexpected conclusion, with the original bidder walking away with the prize. SVG Capital has agreed

  2. Marc Lasry: Energy is still a phenomenal opportunity[more]

    From Distressed debt specialist Marc Lasry said energy debt is still a "phenomenal opportunity" because investors can get "massively overpaid" for the risk they take on. There are "huge opportunities" in the energy sector especially in restructurings, the Avenue Capital Group CEO said Tues

  3. Opalesque Exclusive: Ex-SAC manager re-emerges with market neutral hedge fund[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: A manager re-emerged from the SAC battleground last year to launch his own hedge fund under the umbrella of New York-based investment firm Endicott Group.

  4. North America - Hedge-fund manager Kyle Bass says the U.S. is on track for stagflation, Billionaire hedge fund titans Dinan, Lasry on election, markets and best investment ideas[more]

    Hedge-fund manager Kyle Bass says the U.S. is on track for stagflation From Kyle Bass, founder of Hayman Capital Management, on Wednesday warned that the U.S. is headed toward so-called stagflation. Stagflation is typically described as persistently high inflation and hi

  5. Other Voices: Follow the advice of investment consultants - I think not[more]

    Mark Rzepczynski, Founding Partner, Chief Investment Officer AMPHI Research and Trading, writes on Harvest Exchange: Investment consultants are a force to the reckoned with in the pension world. They advise and drive many pension decisions around the globe. Consultants literally control trillion