<< A SQUARE archive sorted by date
<< A SQUARE archive sorted by category
[30Nov12] [Credit] Microfinance investment vehiclesState of the industry 2012 and asset class analysis
[20Jan12] [Credit] A SQUARE 20 Jan 2012The latest developments in the microfinance industry
[19Sep11] [Credit] A SQUARE 19 Sep 2011Third-party litigation funding in the U.K. - the Axiom Legal Financing Fund
[05Aug11] [Credit] A SQUARE 05 Aug 2011Featuring: The first microfinance funds that invests in local currencies and empirical research on systematic risk in microfinance
[17Jun11] [Credit] A SQUARE 17 Jun 2011Risk, return and diversification benefits of microfinance equity investment
[25Feb11] [Credit] A SQUARE 25 Feb 2011Asset-based lending within the art world
[25Nov10] [Credit] A SQUARE 25 Nov 2010Trends and developments in microfinance investments
[06Nov09] [Credit] A SQUARE: Micro-FinanceThe risks of investing in micro-finance vehicles
[23Jan09] [Credit] The Opportunity SetThe credit crisis presents investment opportunities at the top end of the capital structure especially within distressed credit, leveraged loans, capital structure arbitrage, direct lending
[16Jan09] [Carbon Credits] EU Carbon Allowances FundThe EUA futures contracts invested in will expire in December of years 2009 through 2012
[11Dec08] [Carbon Credits] Insights on trading carbon credits post 2012On the supply side, the Kyoto protocol will not expire (just the binding emission caps for developed nations are slated to expire) and hence the ...
[28Aug08] [Credit] A Special Situation Fund (Emerging Market Focus)The market for emerging market credits continues to be inefficient
[17Jul08] [Carbon Credits] A fund that deploys capital to develop portfolio environmental and renewable energy assetsOne of the largest buyers of carbon compliance instruments created by projects
[12Mar08] [Carbon Credits and Forest Certification] Expertise on whether carbon could become the biggest of any derivative product over the next 4-5 years?"...carbon would be the most valuable commodity traded on global markets within a decade."
[06Nov07] [Carbon Credits] A carbon credits fundFund offers exposure to CO2 emission credits using both arbitrage and directional strategies
[17Oct07] [Credit] CDS Indices, strategies that have performed during the sub-prime crisis...Part II - Expertise with Ernesto Prado
[11Oct07] [Credit] Where in the credit cycle are we?... with Ernesto PradoWhat is sure is that we have thus far, witnessed the technical deterioration.
Benedicte Gravrand, Opalesque Geneva: One of the principals of Ledger Petroleum speaks to Opalesque about their new oil and gas fund and about peak oil, shale oil and future sources of energy.
Ledger Petroleum, LLC, is a Texas-based priva
Komfie Manalo, Opalesque Asia: Hedge funds fell for the fourth straight months in September with the HFRI Fund Weighted Composite Index down -1.1% last month , the longest such sustained decline since the financial crisis in 2008. Data provider Hedge Fund Research (HFR) said that the performance
Komfie Manalo, Opalesque Asia: Score another round for Kyle Bass. On Wednesday, the U.S. Patent and Trademark Office has granted a petition to review a Shire Plc colitis drug, after it ruled that his hedge fund Hayman Capital had a "reasonable likelihood" of proving the patent owned by Cosmo Phar
Komfie Manalo, Opalesque Asia: A group of panelists who attended recent September’s Regulation Summit of the SuperReturn CFO/COO Forum 2015 in Amsterdam, have agreed that the European AIFMD (Alternative Investment Fund Management Directive) has not resulted in many positives.
In a discussion
Benedicte Gravrand, Opalesque Geneva: Following the footsteps of the UK Hedge Fund Standards Board (HFSB), which added a Cyber Security Memo to its Toolbox in September, the
This article was authored by Laven Partners, a provider of compliance, due diligence and operations services based in London.
The collapse of the financial sector in 2008, its aftermath and resulting enquires into the notoriously bad
Benedicte Gravrand, Opalesque Geneva: In general, the longer the investment horizon, the better investors can deal with higher risk. But, the investment horizon becomes shorter for many investors if volatility and down markets continue, according to participants at the recent
Bailey McCann, Opalesque New York: South Africa-based investment advisory firm Novare has released its twelfth annual South African hedge fund survey. The findings cover the whole of the hedge fund industry in South Africa, looking at a range of topics from allocation trends to the impact of reg
In the week ending 02 October, 2015, Opalesque reported that self-directed IRAs represent billions of dollars in untapped capital for hedge funds; Aberdeen As
Benedicte Gravrand, Opalesque Geneva: Retirement accounts might not be the first source that comes to mind for those looking to raise funds, but they may represent billions of untapped capital.
Unlike traditional retirement accounts,
Benedicte Gravrand, Opalesque Geneva: While the Cayman Islands, the US and Hong Kong await the pan-European marketing passport to be extended to alternative investment fund
In the week ending 25 September, 2015, a study by HFR has found that hedge fund launches and liquidations fell through the first half of 2015 as finan
Bailey McCann, Opalesque New York: Gemini Fund Services a New York-based fund administration, accounting, and transfer agency, is making a big shift in how it manages its fund administration platform. Kevin Wolf, President at Gemini, announced that the firm would be changing from State Street'
Bailey McCann, Opalesque New York: Investors are looking more and more at structured products and private trusts in order to handcraft risk and return on investments, according to panelists at the NorthStar Summit. The summit brings together investors and advisors and is currently underway in Nas
In the week ending 18 September, 2015, hedge fund managers are divided in their market outlook. Some managers are bracing for a global recession by selling stocks and commo
Bailey McCann, Opalesque New York: Women-led investment funds continue to outperform funds led by men but are making little progress when it comes to fundraising, according to a new report from KPMG. The report, entitled:Breaking Away, The Path Forward for Women in Alternatives, found that
Bailey McCann, Opalesque New York: The U.S. Federal Reserve will leave interest rates unchanged citing recent global market turmoil, according to a statement following a meeting of the Federal Open Market Committee.
On the indicators the Fed is following to determine when to raise rates the
Matthias Knab, Opalesque for New Managers: I have known Erik Serrano Berntsen and John Thompson, who teamed up to form the London-based hedge fund seeding firm Stable Asset Management, probably for a decade, so I wa
Benedicte Gravrand, Opalesque Geneva: John Melsom, CIO of the Omni Event Fund, an event driven hedge fund that focuses on hard catalyst events, reviews the current M&A scene.
M&A scene remains active
A rise in the number of transformational deals of $10 billion-plus in value and
Bailey McCann, Opalesque New York: UK-based Aberdeen Asset Managment will acquire Advance Emerging Capital based in London. AEC specialist investment manager with nearly two decades of experience managing portfolios of primarily closed end, but also open end, fund-of-fund vehicles.
On September 15, 2015, the Office of Compliance Inspections and Examinations (OCIE) of the Securities and Exchange Commission (SEC) issued a Risk Alert announcing its second round of examinations of registered investment advisers and broker-dealers under its cybersecurity examinati
This article was authored by Simon Lack, founder of SL Advisors, LLC, a Registered Investment Advisor.
Everybody wants to know why the market just did what it did, and what its next likely move might be. Chinese equities don’t seem that impo
By: Andre Boreas, CEO Quadsight Partners
…the private equity fundraising market is still in a state of bifurcation. The largest, brand-name managers are receiving the majority of investor commitments, with smaller managers – particularly first-time funds – finding it difficult to raise
The soft trade barrier of the peculiar German tax compliance is de facto lifted. For the first time, international funds will de facto be granted a comparable competitive playing field with their German counterparts as the tax compliance complexity and its inherent cost for UCITS and AIF
By: Scott Price, Head of Business Development and Client Management for North America, Maitland
Ernst & Young’s latest glob
By Diego Lopez, global sovereign wealth funds director at PricewaterhouseCoopers (PWC). You can download the full report here.
The global economy has witnessed the emergence of a new set of key actor
By: Ken Griffin
Suddenly, everyone’s talking about liquidity. As the Federal Reserve steps back from an unprecedented period of monetary intervention, investors are rightfully focused on the possibility that, after years of relative calm, the U.S. could be in for a period of increased market vol
By: John Araneo, Counsel, Sadis and Goldberg, LLP
The New York State conviction against Sergey Aleynikov, the former Goldman Sachs
employee charged with stealing its high-speed trading program, has, like the federal conviction before it, been overturned.
The recent ruling by the New York St
From Marketrealist.com: In the previous part of this series, we saw how institutional investors played Southwest Airlines (LUV) in 2Q15. Now let’s move on to the trades executed by key hedge funds in Southwest Airlines over the same period.
… Most of the hedge funds that had significant exposu
From Bloomberg.com: Inside Pacific Investment Management Co., the bond behemoth that lost two chief investment officers last year and saw almost $500 billion of client money leave, a hidden profit engine is easing some of the pain. For more than a decade, Newport Beach, California-based Pimco has qu
From Mondaq.com: The Deloitte/ArtTactic Art and Finance Report 2014 (the "Art and Finance Report") noted that the "global art investment fund market was estimated to be worth at least $1.26 billion in the first half of 2014." This seems almost inconsequential when juxtaposed with the $54 billion of
Komfie Manalo, Opalesque Asia: Bob Treue’s $679 million Barnegat Fund proved resilient after another month of market letdown as the hedge fund gained 2.2% last month, bringing its year-to-date gains to 2.8%.
Treue said in his monthly report to i
From Newsoftheweird.com: Five years after News of the Weird mentioned it, Japan's Love Plus virtual-girlfriend app is more popular than ever, serving a growing segment of the country's lonely males -- those beyond peak marital years and resigned to artificial "relationships." Love Plus models (Rinko
Featuring : Performance Chasing & Bad Timing: When Investors Fail.Founded in 2007, Lake Geneva Investment Partners (LGIP) is a FINMA registered asset manager in Geneva, managing $650m with a systematic investment approach. With 12 investment professionals, the company manages two funds (a fixed ...» Watch the video
Long Term Trend: PositiveMonday's Trade: (ASIA): 23,797.81 (- 240)UPDATE: For well over two months we have been specific in pointing to our belief that 23,800 remained an initial critical pivot point. Subsequently, the HS fell well below 23,800 and for six weeks struggled to recover. Three weeks ago, however, the Index appeared to gain footing for the first time since mid- September. As of the past two weeks, all points are bullish. Just be aware of the current formation- It could be the formation of a right shoulder of a Head and Shoulder Top. Key long term support stands at 22,000. A settlement below that point could have major LT bearish implications.