<< 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
[04Jan13] [Commodity, Collectibles] Investment and commercial grade diamondsAn asset class analysis
[14Dec12] [Real Estate] A SQUARE 14 Dec 2012The role of REITs in managing extreme downside risk
[31Oct12] [Commodity] Investing in goldResearch on the safe haven properties of gold and a fund launch
[05Sep12] [Real estate] Real estate investmentIncreased investor demand and a real estate investment strategy
[05Mar12] [Commodity] Empirical performance of goldThe hedging and safe haven properties of gold
[31Jan12] [Infrastructure] Listed and unlisted infrastructure fundsThe fundraising climate and empirical returns
[10Oct11] [Commodity] Alternative gold assetsThe diversification, hedging and safe haven properties of alternative gold assets
[13May11] [Infrastructure] A SQUARE 13 May 2011Direct vs. third-party investment in illiquid assets
[31Mar11] [Infrastructure] A SQUARE 31 Mar 2011Infrastructure investing opportunities – Analysis by Altius Associates
[28Jan11] [Commodity] A SQUARE 28 Jan 2011Agriculture commodities
[28Sep10] [Real Estate] A SQUARE 28 Sep 2010Investments in real estate - New research
[17Sep10] [Commodity] A SQUARE 17 Sep 2010Investing in commodities
[18Aug10] [Infrastructure] A SQUARE 18 Aug 2010Unlisted infrastructure vehicles
[22Mar10] [Commodity] The base & precious metals market in 2010
[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
[18Jun09] [Commodity] Fund invests across the entire commodity spectrum via futures, options, physical tradingDirectional trades, calendar spreads relative value YTD performance (as of 31, May09): +13.76%
[28May09] [Commodity] Tactical and strategic insights on managing a commodity fundWhilst the amount of economic stimulus is unprecedented, the activity in physical commodity, such as copper, has begun to slow in relation to the first four months of 2009.
[22May09] [Commodity] Tactical and strategic insights on managing a commodity fundWhilst the amount of economic stimulus is unprecedented, the activity in physical commodity, such as copper, has begun to slow in relation to the first four months of 2009.
[16Apr09] [Infrastructure /PPP] "...long duration infrastructure assets at prices well below fundamental value."Capital is currently being allocated where returns are more certain, for example in regulated utility networks in developed markets
[05Mar09] [Commodity] Expertise and insights on investing in “softs”The increased presence of speculators has affected volatility and short-term price movements, not long-term price levels.
[05Mar09] [Commodity] A systematic fundFund’s investment advisor has extensive experience and expertise in trading commodities
[11Dec08] [Commodity] A Commodity FundManaged by specialists with 20 years of experience in trading oil and metals + 19.75% from Jan. -Nov.’08
[07Dec08] [Infrastructure] Where within an institutional portfolio does an allocation to infrastructure fit in?For most institutional investors, infrastructure investing remains in a state of flux as it shifts from being a niche sector to become a full-blown, independent asset class
[13Nov08] [Infrastructure] Infrastructure SpecialWe think a globally and sector diversified portfolio of green-field and brown-field assets can achieve a blended return that ranges from 9% to 13% p.a. over a period of 5 to 8 years.
[13Nov08] [Commodity, Volatility] A fund that focuses on trading energy related commodity, equity futuresYTD return as of 31Oct. ’08 of +30.88%
[21Oct08] [Real Estate] Regional Property Fund - Central Asia, CaucasusOn the ground sector intelligence - regional presence since 1998
[14Oct08] [Infrastructure] Fund that invests in listed utilities, infrastructure, renewablesStrategy is based on fundamentals - Opportunistic and thematic concentrated exposure
[14Oct08] [Commodity] Expertise on gold as a strategic asset - SpecialGold has generally been less volatile than other precious metals and other commodities.
[28Aug08] [Real Estate] Investing in a residential fund - ExpertisePrices could slump significantly lower, in the immediate future, “valuations could cheapen further” ...
[08Aug08] [Commodity] Short and Leveraged ETCsCommodity exposure: How do they differ from a short /leveraged position?
[25Jul08] [Commodity] Why hasn't the price of pulp risen as rapidly as some other commodities?Prospects of investing in pulp
[25Jul08] [Clean energy, Water, Infrastructure, Natural resources] Theme InvestingHow can you relate and integrate concepts from other disciplines (randomly occurring phenomenon) to create filters, that condition the outcomes of a model to run a fund?
[07May08] [Real Estate] A Real Estate and Infrastructure AdvisoryFocuses on managing and identifying investment opportunities in India
[22Apr08] [Infrastructure] Infrastructure SpecialThe key attraction of infrastructure as an asset class is its sustainable growth profile which is relatively immune to economic cycles.
[08Apr08] [Commodity /Natural Resources] Fund of funds - Invests with managers that have commodity and natural resource “specific” exposure onlyFund of funds seeks to identify and invest with the „best of breed“ manager in the respective commodity, natural resource sector
[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] [Infrastructure] Findings from an academic study that focused on investing in listed infrastucture entitiesIf you are looking to identify infrastructure investment opportunities: consider a country’s macro economic stability, its legal and political environment and its demographic profile.
[17Oct07] [Real Estate] A Commercial Real Estate FundFund offers investors a market neutral exposure to commercial real-estate
[19Sep07] [Real Estate] Expertise on the prospects of real estate investing, now...Has the image of investing in real estate as an asset class been tarnished since the occurrence of the US sub prime housing debacle?
[05Sep07] [Infrastructure] First State Global Listed Infrastructure FundA long only fund that will invest in listed infrastructure securities from around the globe:
[07Aug07] [Real Estate] Babcock & Brown Japan Property TrustProvides exposure to the office and retail real estate markets in the central and greater Tokyo area
[17Jul07] [Infrastructure] Partners Group Listed Infrastructure FundActively managed fund that offers access to “listed core infrastructure” companies
[30May07] [Infrastructure] Infrastructure Investing in EuropePrivate investment in infrastructure has become increasingly accepted by Western democracies as they grapple with the demands of ageing infrastructure and increased fiscal constraints. At the same time, pension funds and other large institutional investor
[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?
[03Apr07] [Commodity Alpha] The Merrill Lynch Commodity Alpha CertificateIs designed to generate commodity based performance in bull and bear markets
[06Feb07] [Infrastructure] INFRAX INFRASTRUCTURE TRACKER CERTIFICATEAccess to the high potential infrastructure sector
[06Feb07] [Real Estate] Nomura Global Property 80% Protected FundAccess to commercial properties, with a built in capital protection mechanism
By Beverly Chandler, Opalesque London:
The Opalesque 2013 West Coast Roundtable, sponsored by Sunrise Capital, the The California Hedge Fund Association,
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: 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
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
Hedge fund launches rose in 1Q13 from the previous quarter, and totalled 297 funds, the third highest quarterly launch total since the beginning of 2008, reported HFR
Opalesque Industry Update — BarclayHedge and TrimTabs Investment Research reported today that hedge funds took in a net $430 million (0.02% of assets) in April 2013, building on an inflow of $817 mill
Opalesque Industry Update: The gross return of the SS&C GlobeOp Hedge Fund Performance Index for May 2013 measured 0.77%.
Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index ad
Opalesque Industry Update: The number of new hedge fund launches increased for the fourth consecutive quarter in 1Q13, according to the latest HFR Market Microstructure Industry Report, released today
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.
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
Benedicte Gravrand, Opalesque Geneva:- Mariner Investment Group, a $10bn alternative asset manager headquartered in New York which launched an
Benedicte Gravrand, Opalesque Geneva: - According to the SWF Institute's latest Sovereign Wealth Fund Rankings, the total amount of sovereign wealth funds' asset under management is now $5,473bn, to which oil and gas relate
Benedicte Gravrand, Opalesque Geneva: - The Japanese stock market got inflated by 80% in six months following Shinzo Abe’s appointment as Prime Minister in December 2012. Indeed, Abe almost immediately launched monetary policy, fiscal policy and economic growth strategies (two points of a three-poin
Bailey McCann, Opalesque New York: Market participants have long been looking for the "great rotation," out of fixed income, which has been in the works for several months according to some forecasters. Yet, inflows to both fixed income and equities have largely remained unchanged in any real way.
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
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Near Term Trend: Positive to NeutralMonday’s Close: 1639.04 (+ 12.28)UPDATE: As are readers are well aware, we initiated a short position prior to last week, based on the daily close below 1646.00, on Friday, May 31.To date the market has not posted a close above that point. Our stop remains 1644.00 (close only), as we remain short.The dog fight between the Bulls and the Bears continues, as the current capitulation is not for the feint at heart.One thing is certain- the slope of the 21- Day M.A. Line has turned negative for the first time since last November.Only a close above 1648.00 would make me rethink the short.