<< A SQUARE archive sorted by date
<< A SQUARE archive sorted by category
[26Apr13] [Real Assets] 'Alternative asset' investment funds in the UKAnalysis: Alternative asset funds marketed to retail investors
[14Dec12] [Real Estate] A SQUARE 14 Dec 2012The role of REITs in managing extreme downside risk
[09Oct12] [Commodity, Real Estate, Infrastructure] Real asset-based equitiesAnalyzing the performance of commodity-based equities, REITs and listed infrastructure-based equities
[05Sep12] [Real estate] Real estate investmentIncreased investor demand and a real estate investment strategy
[28Sep10] [Real Estate] A SQUARE 28 Sep 2010Investments in real estate - New research
[23Jul09] [Agriculture & Real Estate] An Australian Investment OpportunityThe long-term capital appreciation of agricultural land is driven by the operating return that can be generated from that land
[21Oct08] [Real Estate] Regional Property Fund - Central Asia, CaucasusOn the ground sector intelligence - regional presence since 1998
[28Aug08] [Real Estate] Investing in a residential fund - ExpertisePrices could slump significantly lower, in the immediate future, “valuations could cheapen further” ...
[07May08] [Real Estate] A Real Estate and Infrastructure AdvisoryFocuses on managing and identifying investment opportunities in India
[13Feb08] [Real Estate] Prospects for investing in Scandinavian PropertyReal estate investment activity in Scandinavia is expected to remain at a high level this year.
[17Oct07] [Real Estate] A Commercial Real Estate FundFund offers investors a market neutral exposure to commercial real-estate
[07Aug07] [Real Estate] Babcock & Brown Japan Property TrustProvides exposure to the office and retail real estate markets in the central and greater Tokyo area
[23May07] [Real Estate] Henderson Horizon Pan European Property Equities FundIn comparison to investing directly in individual properties, property equities are highly liquid, enabling a greater degree of flexibility and risk control in an investment strategy. In addition, property equities do not generate the high implicit costs
[18Apr07] [Real Estate] German Real EstateIs now an opportune time to invest in German Real Estate? Based on his experience, Iain Keys elaborates on how and why?
[06Feb07] [Real Estate] Nomura Global Property 80% Protected FundAccess to commercial properties, with a built in capital protection mechanism
Komfie Manalo, Opalesque Asia: Understanding traditional beta, smart beta, alternative beta, and alpha would ensure that clients are paying the right fees for their alternative beta and alpha exposures, said Heath Davies, global head of hedge fund research at HSBC Alternative Investments Limited
Benedicte Gravrand, Opalesque Geneva: Water, the world’s most precious and undervalued commodity, is set to lead the socially and environmentally responsible investment themes.
This is according to specialist fund manager Thomas Schumann. His firm,
Komfie Manalo, Opalesque Asia: Hedge funds have seen further outflows in Q2 2016 following net outflows of $5.0bn in the second half of 2015 and outflows of $14.3bn in Q1 2016, data provider Preqin said in its latest Hedge Fund Spotlight. The net o
Komfie Manalo, Opalesque Asia: The lack of decisive market trends and uncertainty about the mood of investors as they head back from their summer break will not last indefinitely, said Lyxor Asset Management in its Weekly Briefing. Market moves will
Opalesque Industry Update - Portfolio diversification is paying off again, rewarding volatility-weary advisors with higher, more stable returns and lower risk, according to the latest quarterly Portfolio Clarity Trends Report published by Natixis Global Asset Management. The most broadly diversified
By: Chris Tucek, a Partner with Aon Hewitt Investment Consulting in Chicago
Our outlook calls for low returns by historical standards for traditional asset classes over the medium term. Looking backward, we have experienced higher levels of equity market volatility in the past year with notable
Komfie Manalo, Opalesque Asia: Fund managers and investors believe that performance is one of the major factors driving change in the hedge fund industry, a Preqin survey showed in its latest Hedge Fund Spotlight.
Preqin said that the disappoin
In the week ending 26 August, 2016, Eurekahedge reported that hedge fund assets grew by $8.8bn during the first half of 2016, however eVestment data showed that hedge funds saw their biggest redemptions since 2009 as investors pulled $25.2bn in July. Folger Hill Asset lost a third of its asse
Benedicte Gravrand, Opalesque Geneva for New Managers:
Combining its innovative technology platform with innovative emerging quantitative strategies, a Bahamas-based firm is launching a multi-strategy fund that
Komfie Manalo, Opalesque Asia: Hedge funds serviced by South African prime broker Peregrine reported mixed results in July, either generally flat or moderately down, in relatively volatile and directionless markets.
On an equally weighted
Bailey McCann, Opalesque New York: Pennsylvania-based Context Asset Management is expanding its roster of liquid alternatives. Over the next 12-18 months, the firm plans to launch as many as three new products.
"We're looking for strategies that are institutional in quality, have an asymm
Komfie Manalo, Opalesque Asia: Singapore-based asset management firm APS Asset Management said that its APS China A Share (Cayman) Fund rose 1.46% gross in July and 1.59% in 2Q (-6.38% YTD), outperforming its benchmarks, the Shanghai A-Share Stock
Benedicte Gravrand, Opalesque Geneva: The Panama Papers leak in April, along with the earlier Luxembourg Leaks, the HSBC files and others, repeatedly raised a question that has been waiting to be answered for some time, but especially since Western governments started chasing runaway money to fil
Komfie Manalo, Opalesque Asia: FinTech is still a relatively young industry and players still do not know what realized default rates will be if there is a strong recession, said Tristan Grué, the CEO and founder of online lending marketplace Bolden during the latest
Bailey McCann, Opalesque New York: It's no secret that investors had a hard time with investment performance in 2015 and data for foundations was no better. According to data from the 2015 Council on Foundations–Commonfund Study of Investment of Endowments for Private and Community Foundation
Benedicte Gravrand, Opalesque Geneva:
It was recently reported that hedge funds are agreeing to hurdle rates to alleviate the sting of underperformance, but several sources show that hurdle rates in the US have not increased, nor are there more hedge funds agreeing to include hurdle rates in the
Komfie Manalo, Opalesque Asia: The valuation of UK-based FinTechs after the Brexit vote can be questionable, said Philippe Paquet, managing director of Paris-based specialty investment manager NewAlpha Asset Management during the lat
In the week ending 18 August, 2016, it was reported that hedge funds are increasingly agreeing to hurdle rates which would be becoming the norm and more creative. While many investors are unh
Bailey McCann, Opalesque New York: At the end of July, Olaf Carlson-Wee, the first employee at Andreessen Horowitz-backed bitcoin exchange Coinbase, resigned his position as Head of Special Projects in order to start his own blockchain focused hedge fund. The news sent ripples through the cryptoc
Benedicte Gravrand, Opalesque Geneva:
Asset management companies have been implementing Bring Your Own Device (BYOD) policies, as not all employees necessarily want to carry around a company smartphone or tablet. But employees need to know of the risks of using their own devices for work purpos
The loss of AIFMD passporting rights that enable UK-based alternative fund managers to market products across the EU has been one of the industry’s main concerns since the Brexit vote. Tim Thornton, COO, Fund Services, MUFG Investor Services, explores potential implications.
By Michael S. Young, Chief Operating Officer and Co-Founder Mediatrix Capital
Sophisticated artificial intelligence (AI) is enhancing the Forex investment approach with next generation algorithmic systems that are able to perform human tasks such as visual perception and multi-input decision-mak
This article was authored by Logica Capital Advisers, Los Angeles.
Investors use hedge funds (HFs) for a variety of reasons, including diversification and improved risk adjusted returns. However, our observation has shown that HFs carry some misconceptions about their benefits. We hav
By: Michael G. Tannenbaum
Undertakings for Collective Investments in Transferable Securities (UCITS) have become increasingly popular as an attractive cross-border investment fund product. UCITS funds are readily sold in the European Union under its harmonized regulatory regime, allowing member n
Authored by partners at global law firm Dechert LLP.
The voters have spoken. Britain will (absent any new deals) leave the EU.
Under the EU Treaty, the exit process should take at least two years. During this two-year period, UK-base
Institutional investors should undertake a quantitative analysis of their hedge fund investments’ long-term contribution to overall portfolio efficiency, rather than basing their asset allocation strategies on a short-term comparison with equity benchmarks.
This is the conclusion of a new resea
By Eric Anderson, Managing Partner & Head of Investment Solutions at Milltrust International LLP
Since the beginning of the year, Emerging Market equities have outperformed Developed Market equities, Emerging Market currencies have outperformed the US Dollar, Emerging Market local currency gover
By IMD Professor Nuno Fernandes
Activist investors are relatively new – but very influential – players in international capital markets.
Activist investors are shareholders at publicly traded companies who attempt to affect change in an organization either by directly appealing to, or puttin
The 'Holy Grail' hedge fund strategy to handle a black swan the size of World War I
From IBTImes.co.uk: To illustrate a strategic gap common to today's portfolio managers, George Sokoloff, PhD, founder and CIO at Carmot Capital, proposes an interesting thought experiment – a breakdown of
Investors set to increase allocation to private debt
Investors are set to increase their allocation to private debt, with 60% revealing they believe the private debt market will grow over the next 12 months, according to a new study by Elian, a leading funds services provider.
Hedge funds snap up banks, unload Apple
From Barrons.com: Prominent hedge funds have a newfound love of big banks, and some have a distaste for shares of Apple, regulatory filings released last week show. The filings suggest that the funds have been pivoting their portfolios in recent mon
From Bloomberg.com: Chesapeake Energy Corp. is seeking a $1 billion loan as the company battered by cratering fuel prices and credit downgrades takes a step to address its $9 billion debt load. The natural gas producer hired Goldman Sachs Group Inc., Citigroup Inc. and Mitsubishi UFJ Financial Group
From IPE.com: As bond yields remain at low or negative levels, pension funds and other institutional investors in the Nordic region are stepping up efforts to find higher returns by adding more unlisted investments to portfolios and are expanding in-house teams in order to do this, according to new
Featuring : “Hedge fund reinsurers” face criticism, but is it warranted?.Joe Taussig is one of the most accomplished experts on insurers and reinsurers which invest their assets in alternative investments, also known as “hedge fund reinsurers”. He was instrumental in the creation of Greenlight Re, T...» Watch the video
Near Term Trend: PositiveFriday’s Close: 4,783.69UPDATE: The Index traded to new historical highs two weeks ago by trading up to 4,840.00.Continually we have been stating, “By all accounts, the Index is overbought on a near term basis, but tough to fade”.In our last report we stated, “It feels heavy at this juncture”.Low volatility (summer trading in the Northern Hemisphere) as with the S&P 500 makes it hard to read technically. However it has stalled.
Near Term Trend: Positive
Friday’s Close: 4,783.69
UPDATE: The Index traded to new historical highs two weeks ago by trading up to 4,840.00.
Continually we have been stating, “By all accounts, the Index is overbought on a near term basis, but tough to fade”.
In our last report we stated, “It feels heavy at this juncture”.Low volatility (summer trading in the Northern Hemisphere) as with the S&P 500 makes it hard to read technically. However it has stalled.