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Opalesque Radio Archive

Emerging Market & Japanese Equities, Cyclical Sectors Still Favoured ...
Radio Feature 97: Sona Blessing in conversation with Tilmann Galler
Wednesday, April 16, 2014
img Tilmann Galler, Executive Director, is a client portfolio manager and global market strategist at J.P. Morgan Asset Management in Frankfurt and responsible for equity and multi asset portfolios.
In this podcast he share his thoughts on asset allocation, possible headwinds and optimising risk-reward premiums ...

Hedgegate Series VII: Early Stage Investing: A Value Add of Experienced FoHFs
Radio Feature 96: Sona Blessing in conversation with Alain De Coster
Thursday, April 10, 2014
img Alain De Coster is a principal and managing member of ABS, a Fund of Hedge Funds specialised in equity long/short strategies globally. The firm focuses on early investments with small to mid-size investment managers and has extensive experience investing in emerging market countries. Before co-founding ABS in 2002, he was Managing Director and head of Credit Suisse Asset Management’s (CSAM) Alternative Investments Group.

Investing in Farmland
Radio Feature 95: Sona Blessing in conversation with Stuart Donald
Thursday, April 03, 2014
img Insights from Stuart Donald, head of agriculture, GMO Renewable Resources, LLC, (GMORR). GMORR is the forest and farmland investment arm of Grantham, Mayo, Van Otterloo & Co. LLC, (GMO), which has USD116 billion in assets under management as of 31.12. 2013.

"Equity Valuations are not Over Stretched"
Radio Feature 94: Sona Blessing in conversation with William Davies
Friday, March 14, 2014
img William Davies is Head of Global Equity at Threadneedle Investments. Drawing on his 27 years of experience, in this podcast, he shares his global equity market outlook, where he sees attractive growth opportunities, challenges and the road blocks. William will also talk us through favoured themes, stock picks and strategies that could capture positive performance in 2014.

Investing in Brazil: Attractive Asset Valuations
Radio Feature 93: Sona Blessing in conversation with Marcelo Aranha
Wednesday, March 12, 2014
img At Quest, also managers of the Nordea Brazilian Equity Fund, Marcelo Aranha is a senior equity analyst and co-portfolio manager of its Equity Funds.
He is responsible for developing equity strategies focused on natural resources, real estate, and infrastructure. Prior to this he has been a portfolio manager at Schroders and was responsible for long/short equity strategies, focused on commodities, infrastructure and small cap names.
In this podcast he makes the case for investing in Brazil the world’s second-biggest emerging market.

BNY Mellon`s 2014 Market Overview and Sector Picks - Property, Healthcare, R&D
Radio Feature 92: Sona Blessing in conversation with Nicolas Kopitsis
Monday, February 10, 2014
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Nicolas Kopitsis is Managing Director, Head of Intermediary Sales Switzerland and Austria and Co-Head of Global Financial Institutions, BNY Mellon Investment Management's representative office in Zurich, Switzerland.

In this Opalesque Podcast Nicolas also elaborates on the relevance of absolute return funds ...


Bitcoin: Crypto Currency, E-Barter or Simply Sophisticated Software?
Radio Feature 91: Sona Blessing in conversation with Izabella Kaminska
Wednesday, January 29, 2014 - CFA Switzerland Forecast Dinner Event, Zurich
img In this podcast Izabella Kaminska, an avid Bitcoin blogger, questions whether virtual currencies such as Bitcoin could be the future of money?
She also addresses the emergence of such a phenomenon, the purpose it serves, its true potential ...
She arrives at the conclusion, "for now, unfortunately, Bitcoin confuses value with collaborative efficiency. And it is here that its greatest weakness lies."

2014: Identifying Favourable Investment Opportunities in Equities and Bonds
Radio Feature 90: Sona Blessing in conversation with Christina Boeck and Chris Iggo
Thursday, January 16, 2014
img At AXA Investment Managers, Christina Boeck is CIO (Switzerland), Head Solution Strategists Central Europe, and Chris Iggo is CIO, AXA Fixed Income.
In this podcast they share their global market outlook for 2014 and some of their asset allocation picks including a preference for European equities over their U.S. counterparts; small caps; opportunistic emerging market bond investments in for e.g. Nigeria and Eastern Europe, and why an allocation to sovereign bonds such as the Bund could strategically serve as an investment hedge ...

Hedgegate Series VI: Active Risk Based Allocation
Radio Feature 89: Sona Blessing in conversation with Cédric Baron
Friday, December 13, 2013
img Cédric Baron is a multi-asset fund manager, ARMA Funds, at Lyxor Asset Management (AM).
He has been with Lyxor AM since 2005 - when he was a fund manager in charge of quantitative strategies on equities and volatility.
In this Hedgegate Series podcast he shares how active risk based allocation can be applied to a long only portfolio that seeks to achieve absolute returns …

Economic and Financial Outlook for 2014
Radio Feature 88: Sona Blessing in conversation with Anton Brender & Florence Pisani
Thursday, December 05, 2013
img Anton Brender is Head of the Economics Studies Department of Dexia Asset Management and amongst others he is Associate Professor at the Université Paris‑Dauphine. A macro-economist, he specialises in the study of international monetary and financial problems
Florence Pisani is an economist at Dexia Asset Management. She lectures at the Université Paris‑Dauphine.
In February 2010 they published “Global Imbalances and the Collapse of Globalised Finance.”

Are we in an Equity Bubble?
Radio Feature 87: Sona Blessing in conversation with Prof. Dr. Didier Sornette
Friday, November 08, 2013 - Ayaltis Annula Investor Event 2013
img Amongst his numerous academic accomplishments, publications and titles, Dr. Didier Sornette is Professor on the Chair of Entrepreneurial Risks at the Department of Management, Technology and Economics (D-MTEC) ETH Zurich. He is Founder and Director of the Financial Crisis Observatory, Co-founder of the ETH Risk Center, Member of the Swiss Financial Institute.
He has authored the monograph “Why Stock Markets Crash (Critical Events in Complex Financial Systems), and “Extreme Financial Risks (From dependence to risk management).”
His research priorities include:
Prediction of crises and extreme events in complex systems and risk management, with applications to social systems (financial crashes, economic systemic recessions, cyber risks) and natural systems (earthquakes, rupture, epileptic seizures, immune system collapse).
In this podcast he shares insights and observations on the formation of bubbles in financial markets, capturing performance in times of crises and more ...

U.S. Small Caps: "Outsource Value Creation"
Radio Feature 86: Sona Blessing in conversation with Frank Alonso
Tuesday, November 05, 2013
img Frank Alonso is an investment analyst in the U.S. Equity Division of T. Rowe Price. He has has 13 years of investment experience, and has portfolio management responsibilities in the firm's U.S. Structured Research Equity Strategy. In this radio podcast he elaborates on their fund's investment philosophy, portfolio construction, equity exposure that spans deep value and aggressive growth companies ...

Addressing Operational Challenges Facing Hedge Funds with Cloud Solutions
Radio Feature 85: Sona Blessing in conversation with Bob Guilbert
Friday, October 25, 2013
img Bob Guilbert is Managing Director at Eze Castle Integration, the leading provider of technology consulting and private cloud services to the hedge fund and investment firm industry worldwide.
With more than 20 years of IT experience, he is responsible for leading all of the firm's marketing, partnership and product development functions. In this radio podcast he shares their survey findings and elaborates on cloud usage within the alternative investment industry.

Hedgegate Series V: A 40 Year Track Record of Investing in Hedge Funds
Radio Feature 84: Sona Blessing in conversation with Bertrand Bricheux
Tuesday, October 08, 2013
img Bertrand Bricheux is Head of Mirabaud Asset Management’s Fund Marketing (alternative investments and traditional funds). He has over a decade of experience in the asset management industry. Prior to joining Mirabaud & Cie in 2011, he headed the Marketing and Business Development of UBP Asset Management and their Product Specialists team. He has also been a Partner at Allianz Hedge Fund Partners.
In this Hedgegate Podcast he shares the perspectives of one of the earliest hedge fund investors...

Hedgegate Series IV: Challenging Environment for Investing in Currency Strategies?
Radio Feature 83: Sona Blessing in conversation with Thomas Suter
Friday, September 20, 2013
img Thomas Suter is CEO of Quaesta Capital AG, which manages in excess of USD2.5bn in investment products and currency risk management mandates. He has more than 20 years of experience in financial markets and has been with this company since it was founded in 2005.

Investing in Illiquid Collateralised Reinsurance Contracts vs. Cat Bonds
Radio Feature 82: Sona Blessing in conversation with Michael Stahel
Monday, August 12, 2013
img Michael Stahel is a partner and portfolio manager at LGT Insurance-Linked Strategies in Switzerland, which has already raised USD 400 million from three pension fund mandates this year.

He played a key role in LGT’s acquisition of Clariden Leu’s Insurance-Linked Investments boutique in Q1 2012. In his current role, Michael maintains the responsibility for the main investment strategy for all insurance-linked funds and mandates.

In this podcast he elaborates on market developments within the insurance linked securities space and shares his insights on the observed shift towards investing in illiquid collateralised reinsurance contracts...


Why Invest in Emerging Market Corporate Debt?
Radio Feature 81: Sona Blessing in conversation with John Peta and Zara Kazaryan
Monday, August 05, 2013
img John Peta is Portfolio Manager, Co-head of Emerging Market Debt and Local Currency Strategy Leader. Zara Kazaryan is Fund Manager of Emerging Markets Debt and Corporate Strategy Leader. Both are members of Threadneedle’s Emerging Markets Fixed Income Team.

"The acceleration in rating upgrades for emerging markets corresponds with a vast improvement in the macro backdrop and net creditor status for emerging market countries in aggregate. Government debt to GDP for emerging market countries has declined to 34% of GDP 94.4% of GDP in 1993."

In this podcast they elaborate on the upside in emerging market debt and how it could be captured ...


"From Soil to Oil"
Radio Feature 80: Sona Blessing in conversation with Mark Wills
Thursday, July 25, 2013
img Mark Wills draws on two decades of experience in the world of banking and financial services. Amongst others he has worked at Royal Bank of Scotland's private banking division, specialising in tax planning and portfolio management for high net worth investors, and was also responsible for co-establishing International Financial Services in Singapore.
In this podcast he elaborates on how and why he thinks investors with a shorter timeframe can still invest in timber, as an asset class, and expect a conservative annualised ROI of 14% ...

Hedgegate Series III: Convergent Divergent Strategies
Radio Feature 79: Sona Blessing in conversation with Andrew Fisch
Friday, July 19, 2013
img Andrew Fisch is Co-Chief Investment Officer, Hedge Fund of Funds at SSARIS Advisors. Andrew has been in the hedge fund and alternatives industry for 28 years. Prior to joining SSARIS, he was a founding partner at Aurum Capital Management.

In this podcast, Andrew explains what a convergence-divergence strategy is and how it can help investors achieve superior risk-adjusted returns. How it tends to work in a bull market, a bear market and under trend reversing market conditions...


"Modest Risk-On": Equities Favoured; Regional Picks Include Japan, the US, Germany
Sona Blessing in Conversation with Valentijn van Nieuwenhuijzen
Thursday, July 11, 2013
img Valentijn van Nieuwenhuijzen is Head of Strategy, Strategy and Tactical Asset Allocation Group, ING Investment Management (International AUM as of 31.3.2013 ~EUR 184 bn.)
He is responsible for formulating the firm's macroeconomic outlook and fixed income tactical asset allocation. Focused on tactical allocation between cash, fixed income, equities, real estate, and commodities, and particularly between specific fixed income markets such as treasuries, intergovernmental credits, high yields, and emerging market debt.
Valentijin is a recognised expert in growth, inflation, and central bank policy in the major economic blocks and the global dynamics that influence different regions.

In this podcast he share's the rationale behind their mid year asset allocation review and explains why "The road is slippery but we are not stuck in the mud!"


  • Top Forwarded
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  1. Opalesque Exclusive: Rainwater and Blue Sky - an Australian water fund emerges[more]

    Bailey McCann, Opalesque New York: Financial reporters often tout new funds and investments as uncorrelated investments, but few can say they are uncorrelated to everything but weather. Enter Blue Sky Alternative's water fund which invests in the permanent rights to Australia's water. Sev

  2. Regulatory – Expect greater SEC scrutiny of hedge funds that share information or collaborate in advance of their trades, Alternative funds to get SEC test for leverage, liquidity[more]

    Expect greater SEC scrutiny of hedge funds that share information or collaborate in advance of their trades From Thelawyer.com: A recent Wall Street Journal article — ‘Activist investors often leak their plans to a favoured few’ — focused attention on ‘activist’ investors and stock analy

  3. …And Finally – This week's least competent criminal is Austrian[more]

    From ABCnews.go.com: A German sought by authorities for alleged fraud has been arrested in Austria — after dropping into a police station to ask officers whether he was under investigation. Police in Salzburg said the 59-year-old man walked into a police station in the city on Friday night. Sp

  4. Investing – Hedge funds find pitfalls along with profits in real estate ventures, Marcato Capital Management makes new bet on Dillard’s[more]

    Hedge funds find pitfalls along with profits in real estate ventures From Law360.com: Hedge funds have joined the rush to real estate deals and development in recent months to close the financing gap left by tightening bank standards, but attorneys say many aren't prepared for the disclo

  5. Agecroft Partners estimates 90% of hedge funds using social media[more]

    The use of social media has increased significantly within the hedge fund industry over the past couple of years. Social media is broadly used by investors as part of their due diligence process on hedge funds, by service providers in their sales efforts to hedge funds, and by hedge funds to enhance