Opalesque - Opalesque Exclusive

Other Voices: Great rotation? What great rotation?

Fri, 17 May 2013 09:37:39 +0200

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 overhyped, what we are seeing is actually a natural shift into riskier equity linked assets as markets rise and risk aversion begins to wane...
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Other Voices: Three 'game changers� have limited contagion in European markets

Thu, 16 May 2013 12:37:20 +0200

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 notably within European equity markets despite several potentially contagion causing events occurring over the last few months. In short order: the Cyprus saga and Italian electio...
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Opalesque Exclusive: New research examines quantitative trend following as an equity risk hedge

Thu, 16 May 2013 08:32:58 +0200

Bailey McCann, Opalesque New York: New research from Nigol Koulajian founder and CIO, and Paul Czkwianianc, Head of Research at Quest Partners, a New York-based systematic fund, looks at how quantitative trend following could be used as an equity risk hedge. In the paper, authors note that trend following, which has primarily been used and sized as a portfolio diversifier, could actually be used ...
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Opalesque Roundtable: A $20m hedge fund in Singapore cannot be profitable

Thu, 16 May 2013 08:03:36 +0200

From Komfie Manalo, Opalesque Asia: Starting a hedge fund with $20m or less in capital in Singapore is no longer profitable said Christian Stauffer, founder and CEO of Eurofin Asia Group (EFA). Stauffer was one of the guests in the latest 2013 Opalesque Singapore Roundtable. The 2013 Opalesque Singapore Roundtable was sponsored by Eurex, Taussig Capital and Eurofin Asia Group and took place on...
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Opalesque Exclusive: Stratton Street predicts China and Australia currency link will be first of many

Wed, 15 May 2013 17:38:47 +0200

By Beverly Chandler, Opalesque London: May saw China and Australia agree a deal to directly trade the Australian dollar and the renminbi. Andy Seaman, Partner and Portfolio Manager, Stratton Street, explains that this means that rather than foreign exchange between the two countries going via US dollars, the currencies can be directly converted, something that previously was only possible with the...
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Opalesque Roundtable: Big allocators look beyond multi-strategy hedge funds to demand exposure and alpha generation

Wed, 15 May 2013 08:14:56 +0200

From Komfie Manalo, Opalesque Asia: Many large hedge fund investors have been investing directly to multi-strategy hedge fund managers, said David Walter who is responsible for Asian investments at the PAAMCO, a $9bn institutional fund of funds working with large pension funds and sovereign wealth funds in the U.S., Asia, the Middle East and Europe. Speaking at the 2013 Opalesque Singapore Round...
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Opalesque TV: Acito: aligned interests, education are critical to credit investing

Wed, 15 May 2013 01:40:30 +0200

Bailey McCann, Opalesque New York: For $700m multi-manager hedge fund Gapstow Capital Partners, credit investing has a lot to offer. Chris Acito, CEO/CIO of Gapstow recently sat down with Opalesque TV to discuss where his managers are finding opportunity in the credit markets. According to Acito, Gapstow finds an edge in credit investing by maintaining a broad view of credit opportunities beyon...
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Opalesque Radio: Threadneedle�s head of US equities celebrates re-emergence of US markets

Tue, 14 May 2013 14:39:54 +0200

By Beverly Chandler, Opalesque London: Cormac Weldon, head of US Equities at Threadneedle Investments, was recently interviewed on Opalesque Radio by Sona Blessing. Weldon manages the Threadneedle American, American Select and American Smaller Companies funds, as well as the Allied Dunbar North American Growth fund...
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Opalesque Exclusive: Dynamic options emerge as volatility mitigator for retail investors

Tue, 14 May 2013 06:39:12 +0200

Bailey McCann, Opalesque New York: After 2008, many investors found their traditionally constructed 60/40 portfolios to be a little weaker than previously thought. Since then, investors find themselves with a variety of new investment products designed to provide greater diversification, although many of them simply add additional equities...
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Opalesque Exclusive: CLOs, structured products, Japan attract the eye of fund of funds

Tue, 14 May 2013 06:01:51 +0200

Bailey McCann, Opalesque New York: The credit space is heating up with interest from funds and investors as they search for yield. Recent reports show that asset inflows to credit are holding steady and leverage is starting to creep back up...
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