<< 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
[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
[15Apr10] [Credit] Microfinance investment vehicles: Due diligence and risk/return analysisAnalyzing microfinance investment vehicles
[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.
Bailey McCann, Opalesque New York: Trade financing is gaining traction with investors and one fund, the EuroFin Asia Group. Christian Stauffer, the founder and CEO of EuroFin explained in a recent interview
This piece was contributed by Oliver Lodge of UK based Owl Regulatory Consulting. Whatever our hazy recollections of the good old days, there never was a time when regulators were relaxed about the promotion of unregulated collective inve
Opalesque Industry Update - HFR's UCITS indices report the HFRU Event Driven Index posted a decline of -1.
Opalesque Industry Update: The Swiss Fund Association has announced that in May 2013, the volume of assets placed in the investment funds covered by the s
Opalesque Industry Update: US law firm Akin Gump has published a top 10 of FAQs on the AIFMD. The firm writes: On July 22 2013, the Alte
Opalesque Industry Update: Managed futures lost 1.31% in May according to the Barclay CTA Index compiled by BarclayHedge. The Index remains up 0.61% year to date. “May’s trend reversal in gl
Opalesque Industry Update - The Regulatory Fundamentals Group (RFG), a New York-based firm that provides strategic business and regulatory insights for alte
From Precy Dumlao, Opalesque Asia – North Carolina hedge fund manager James Alexander Shepherd pleaded guilty to defrauding investors of at least $6m after admitting to using a personal post office bo
By Beverly Chandler, Opalesque London: The Opalesque 2013 West Coast Roundtable, sponsored by Sunrise Capital,
Opalesque Industry Update: Hedge funds gained 1.06% in May, according to the Barclay Hedge Fund Index compiled by BarclayHedge. The Index is up 5.87% year to date. “While improving consumer
Opalesque Industry Update – The Dow Jones Credit Suisse Hedge Fund Index (the “Broad Index”) finished up 0.42% for the month of May. Performance for the Broad Index and its 10 sub-strategies is
Opalesque Industry Update - LGT Capital Partners has been awarded a GBP 100 million multi-alternatives mandate from Kingfisher Pension Scheme. The mandate is focused exclusively on alternative investm
Opalesque Industry Update – The Newedge Trend Index fell 3.65% in May 2013 (3.74% YTD), relinquishing some of the gains from March and April. The Newedge Short-Term Trading Index finished slightly po
Opalesque Industry Update — RBC Capital Markets today reported that for the month of May 2013 the RBC Hedge 250 Index® had a net return of 0.60 percent. This brings the year-to-date return of the Inde
Opalesque Industry Update - Lyxor Asset Management (“Lyxor”) has announced the launch of the Lyxor / Tiedemann Arbitrage Strategy Fund (the “Fund”), a
From Precy Dumlao, Opalesque Asia: The Navigator Absolute Return Fund is maintaining its winning streak with consistent positive returns since inception in March ’08 after posting 0.67% in May (+3.29% YTD). The fund
By: Andre Boreas, Director-Alternative Investments, Intralinks I had the opportunity to attend a real estate conference a few weeks ago where the topic of transparency was a hot button issue. More information, quicker turnaround times and deeper due diligence was the mantra among the general par
This piece was authored by Melanie Rijkenberg, CFA, Associate Director, Pacific Alternative Asset Management Company Europe LLP. Since the start of the year we have seen a clear de-correlation in global markets and most n
In the article below, Alex McKnight, investment manager at GAM, an independent, active investment management firm, comments on why convertibles are catching investors’ eyes. We believe the "great rotation" is ov
This article was authored by Shahid Ikram, CIO at Aviva Investors, a global asset manager that is part of Aviva, one of the world’s largest insurance companies, and appeared first in Swiss daily newspaper Le Temps on Monday. Mo
This article was authored by Donald A. Steinbrugge, Managing Member of Agecroft Partners LLC, a third-party marketer based in Richmond, VA, U.S. It has been recently covered in the media that Mary Jo White, who became SEC chair
This article was authored by Deborah Prutzman, Founder and CEO of New York based-RFG, which provides, among other things, regulatory and risk guidance. AIFMD—As a U.S. adviser, are you within its scope and can you avoid its reach?
This piece was provided by Elena Ambrosiadou, chief executive officer of Ikos Asset Management. Cyprus is in the middle of a financial maelstrom - where did it come from and what needs to be done about it now? Cyprus is the third
This article was provided by Bijesh Amin, Co-Founder/Managing Director at Indus Valley Partners. To shadow or not to shadow At least that is the question facing many large hedge funds with assets well above the magical $1bn mark. The production of a portfolio NAV (Net Asset Value) is
Beverly Chandler, Opalesque London: Reporting from the GAIM conference in Monaco, CooConnect finds that funds of funds are taking action over their fees. The site writes: "Funds of funds have insist
Beverly Chandler, Opalesque London: Investment software provider Multifonds has published its white paper, entitled: The impact of AIFMD and convergence survey. Key findings from the survey include: 83% of respondents agree convergence o
The Swiss Fund Association has announced that in May 2013, the volume of assets placed in the investment funds covered by the statistics compiled by Swiss Fund Data AG and Lipper reached around CHF 763 billion, a slight rise of CHF 2.6 billion month-on-month. This represents a marked increase of jus
Hedge funds brace for renewed debt crisis From Indiatimes.com: The euro zone's debt crisis may be far from over, while Japan's money-printing gamble to revive its economy could destabilize global markets if it doesn't work, some hedge fund managers say. They are taking the view that the
Featuring : A multi-family office backing prop traders, market makers and CTAs.Eric Wong from TCG Capital, a multi-family office based in Hong Kong, has found an interesting niche providing capital - mainly via managed accounts - to market makers, proprietary trading firms, and CTAs. In this O...» Watch the video
Danny Latham
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Near Term Trend: Positive to NeutralMonday’s Close: 2,971.26 (+ 27.24)UPDATE: Our last commentary simply stated, “A close below 2,935.00 could seriously disrupt the Bull run- not before”.As of last Wednesday, the Index settled at 2,926.14. That should have been enough for a cascade of additional selling. Thus far, it has turned out to be a false signal, even though the market continues to lack upside conviction, and consolidate.The next day or two are extremely critical- fail to settle above 2,989.00 and this market could hit a serious downdraft.