Thu, Apr 17, 2014
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Opalesque Radio Archive

Hedgegate Series II: The Benefits of Mulit Strategy Hedge Funds
Radio Feature 76: Ivo Zonev in Conversation with Sona Blessing
Friday, June 14, 2013
img Ivo Zonev, is a Director, Hedge Fund Analyst and Portfolio Manager at Prime Capital. Formerly he worked at Feri Finance Group as a Hedge Fund Analyst. He is a specialist in tactical trading strategies. As part of the Hedgegate Series on Opalesque Radio, and in this feature, Ivo shares Prime Capital's research findings on the benefits of multi strategy hedge funds.

Q-Eternity?
Radio Feature 75: Robert Schumacher in Conversation with Sona Blessing
Wednesday, June 05, 2013
img Robert Schumacher is Head of US Fixed Income, Strategist/Senior Portfolio Manager with AXA Investment Managers. He has 37 years of capital markets experience, with hands-on experience in sales, trading, management, marketing and investment management of retail and institutional assets.
In this Opalesque Podcast, Rob shares his interpretation and analysis of the Fed’s Monetary Policy Path - its impact on the economy and on other asset classes. Is there an up-side to exiting Quantitative Easing "early"? Is there an exit strategy and why we should be braced for "Q-Eternity"...

Impact Investing: Another Form of Philanthropy or A Viable Investment Approach?
Radio Feature 74: Julia Balandina Jaquier in Conversation with Sona Blessing
Friday, May 31, 2013
img Dr. Julia Balandina Jaquier is an acknowledged authority on Impact Investing and founder of JBJ Consult.
A seasoned impact investor, Julia works with institutional, sovereign and private investors, as well as philanthropists and private foundations.

She is also author of "Guide to Impact Investing For Family Offices and High Net Worth Individuals". She teaches impact investing and social entrepreneurship at the University of St.Gallen and has been a guest lecturer at Yale.

In this Opalesque podcast she talks us through the scope and breadth of impact investing, the challenges, measuring social and environmental impact, allocating to and integrating it within a portfolio...


US Equities: "The Re-Emerging Market?"
Radio Feature 73: Cormac Weldon in Conversation with Sona Blessing
Tuesday, May 14, 2013
img Cormac Weldon is Head of US Equities at Threadneedle Investments. He manages the Threadneedle American, American Select and American Smaller Companies funds, as well as the Allied Dunbar North American Growth fund. Cormac started his career with KPMG. He has also worked for Provident Mutual as an analyst on their North American equities team and British Gas Pension Fund as a fund manager on their North American equities team.

In this radio feature/podcast he talks about the US themes for 2013: strong franchises, the housing recovery, the energy advantage, cheap cyclicals with capital returns, bond proxies, growth, and how these could translate into capturable performance.


Hedgegate Series I: Analysing Asian Hedge Fund Performance and the Investment Landscape
Radio Feature 72: Lanny Lim in Conversation with Sona Blessing
Thursday, May 02, 2013
img Lanny is a portfolio manager at SAIL Advisors, one of Asia’s leading hedge fund research and investment specialists. He has almost two decades of experience in the Asia Pacific capital markets. Prior to SAIL, he was a Partner and Senior Analyst at Austral Capital Ltd., a multi-strategy hedge fund. Amongst others he has been Global Head of Emerging Markets Credit Research at ABN Amro Bank in Singapore.

Featured in the first podcast of our Hedgegate Series, Lanny shares his insights on the Asian hedge fund investment landscape, performance potential in Japan and in Chinese onshore convertible bonds ...


Identifying and Capturing Persistent Alpha
Radio Feature 71: Otto Francke in Conversation with Sona Blessing
Friday, April 26, 2013
img Otto Francke is a senior portfolio manager within the alternative investment team at SEB. Prior to this he was a portfolio manager and research analyst covering long/short equity strategies Atlas Capital Group. He has been active in the alternative industry for a decade, and holds a Master’s degree in Mechanical Engineering specialising in Applied Mathematics from The Royal Institute of Technology, Stockholm.

Pension Plans & Family Offices as Asset Allocators
Radio Feature 70: Michael Oliver Weinberg in conversation with Sona Blessing
Tuesday, April 23, 2013
img Michael Oliver Weinberg is Adjunct Associate Professor at the Columbia Business School where he is currently teaching a course he created on Alternative Investing in Pension Plans. He also runs The Weinberg Family Office. Prior to which he headed FRM’s equity and event business.
In this Opalesque Podcast he shares his insights on asset allocation from a family office and pension plan perspective.

Q1'13 - Global assets in ETFs &ETPs scale new highs of USD 2.09 trn
Radio Feature 69: Deborah Fuhr in conversation with Sona Blessing
Monday, April 15, 2013
img Deborah Fuhr, is a partner and co-founder of ETFGI. She was previously Global Head of ETF Research and Implementation Strategy and Managing Director at BlackRock/BGI from 2008 - 2011, and a Managing Director and head of the Investment Strategy team at Morgan Stanley in London from 1997 - 2008.

In this podcast Deborah elaborates on the recent record net inflows in Q1 2013 that have pushed global assets in exchange-traded funds (ETFs) and exchange-traded product (ETPs) to new highs of USD 2.09 trillion.

"This is a waiting game"
Radio Feature 68: James Montier in conversation with Sona Blessing
Wednesday, March 20, 2013
img James Montier is a member of GMO's Asset Allocation team. Prior to joining GMO in 2009, he was co-head of Global Strategy at Société Généralé. He has authored several books including "Behavioural Investing: A Practitioner's Guide to Applying Behavioural Finance; Value Investing: Tools and Techniques for Intelligent Investment"; and "The Little Book of Behavioural Investing". James is a visiting fellow at the University of Durham and a fellow of the Royal Society of Arts.

In this podcast he talks us through amongst others why in many ways he thinks this is the most difficult opportunity set an investor can face ...


"Hedge fund performance 2013"
Radio Feature 67: Alexander Ineichen in conversation with Sona Blessing
Monday, March 11, 2013
img Alexander Ineichen is founder of Ineichen Research and Management AG, a research firm that focuses on risk management, absolute returns and thematic investing. Amongst others, he has been Head of Industry Research for the hedge fund platform at UBS Global Asset Management. He has authored "Absolute Returns-The Risk and Opportunities of Hedge Fund Investing" (Wiley Finance, 2002) and “Asymmetric Returns - The Future of Active Asset Management” (Wiley Finance, 2006).

Alexander has also written several research pieces pertaining to equity derivatives and hedge funds including AIMA’s Roadmap to Hedge Funds (2008 and 2012).

In this podcast he shares his thoughts on: the global macro-economic landscape; investment opportunities; despite the rather shaky fundamentals why equity indices like the Dow Jones Industrial Average are scaling historical highs; “Hedge fund performance 2013”, ...


Timberland: Anticipating a supply shock and how to optimise returns
Radio Feature 50: Jacek Siry in conversation with Sona Blessing
Thursday, February 14, 2013
img Jacek Siry serves as Associate Professor of Forest Economics at the University of Georgia’s Warnell School of Forestry and Natural Resources. His research areas are timberland investment, timber market modelling, global forest products trade and industry competitiveness, and carbon policies and markets.

In this radio feature Dr. Siry draws on his experience in international forestry issues, including timber trade, availability, costs as well as plantation management across major producing regions and shares how as an investor one could be positioned to optimise returns given the imminent supply side shock posed by Canadian timberland.

Tail Risk Hedging
Radio Feature 66: Vineer Bhansali in conversation with Sona Blessing
Wednesday, February 06, 2013
img Vineer Bhansali is managing director and portfolio manager, head of quantitative investment portfolios and a member of the asset allocation committee at PIMCO. In this radio feature he shares why it pays to be countercyclical in the context of tail risk hedging; the trade-off between the cost of protection and securing returns; instruments in the tool box that can be set up as hedges against for e.g. political risk...

"Re-risking" Asset Allocations
Radio Feature 65: Tom Elliott in conversation with Sona Blessing
Friday, February 01, 2013 - CFA Switzerland Forecast Dinner Event, Zurich
img Tom Elliott is a global strategist within the Investment Marketing Team at J.P. Morgan Asset Management. He is responsible for investment communications through the Guide to the Markets suite of products. In this feature he shares his forecasts for 2013, identifies investment opportunities and the headwinds that could lead to underperformance.

Firsthand Insights on Investing in China
Radio Feature 64: Uli Sigg in conversation with Sona Blessing
Tuesday, January 29, 2013
img Uli Sigg currently serves as a member of the advisory board of the China Development Bank and other Chinese entities. He has spent several years in China, following its economic reform, and its contemporary art scene. He has accumulated the most substantial collection of contemporary Chinese art in the world. In 1997, he established the Chinese Contemporary Art Award, an award for Chinese contemporary artists and art critics in China. He is a member of the International Council of New York’s MOMA, and International Advisory Council of the Tate Gallery in London.

Emerging Risks
Radio Feature 63: Iordanis Chatziprodromou in conversation with Sona Blessing
Friday, January 25, 2013
img Iordanis Chatziprodromou is a Senior Risk Manager at Swiss Re focusing mainly on the identification, analysis and quantification of emerging technological, financial and economic risks. Before joining Swiss Re, he worked in the finance industry predominantly as a quantitative analyst with strong emphasis on sustainable finance.

Outrageous Predictions for 2013
Radio Feature 62: Steen Jakobsen in conversation with Sona Blessing
Tuesday, January 15, 2013
img

Since March 2011 Steen Jakobsen is Chief Economist at Saxo Bank. Prior to which he was Chief Investment Officer for Limus Capital Partners. He has more than 20 years of experience within the fields of proprietary trading and alternative investment.

In this feature he shares his Outrageous Predictions for 2013: DAX plunges 33%, Nationalisation of Major Japanese Electronic Companies, Soybeans to rise by 50%, Gold corrects to USD 1,200 per ounce, WTI Crude hits USD50, USDJPY heads to 60.00, Hong Kong unpegs HKD from USD - RE-Pegs to RMB, EURCHF breaks peg, touches 0.9500, Spain takes one step closer to default as interest rates rise to 10%, 30-Year US Yield doubles in 2013!


Commodities to follow in 2013: Tin, Palladium, Coffee
Radio Feature 61: Nicholas Brooks in Conversation with Sona Blessing
Tuesday, December 18, 2012
img Nicholas Brooks is head of research and investment strategy for the ETF Securities group of companies. He has over 15 years of experience as a global economist and strategist, covering a wide range of markets and asset classes. He has also completed work on a PhD thesis examining financial fragility and the dynamics of financial crisis.

Capturing positive performance from alternative assets in a risk-on risk-off environment
CAIA Series III: Cédric Kohler in Conversation with Sona Blessing
Friday, December 07, 2012
img Cedric Kohler is Head of Advisory at Fundana SA. Prior to which, he worked for Lombard Odier Darier Hentsch & Cie, holding the roles of Head of Hedge Fund Advisory and Head of Funds of Hedge Funds. From 2004 until 2007, he was Global Head of Firm-wide Risk at Citadel Investment Group in Chicago. Cedric has also served as a Managing Director at Merrill Lynch in New York, holding the role of Margin & Risk Global Head. He holds a Masters in Economics and Finance from Warwick University and a Bachelors in Economics and Business from HEC.

Trading conditioned by political and violent risk analysis
Brian Lawson in Conversation with Sona Blessing
Tuesday, November 13, 2012
img Brian Lawson is Chief Global Economist at Exclusive Analysis. He has spent more than 30 years in investment banking, and in his current position, focuses primarily on economic and financial risks, including commodities and sovereign debt.
In this feature he shares insights on for example, their "...knowing at an early stage, that Russia was likely to lift its wheat ban, when the Russian Ministry of Agriculture was telling the world press that the wheat ban will remain in place."... In being able to share this information almost three months ahead, with their clients he says: "You can make a large amount of money if you call a market correctly."

Should we still want the USD as the only international reserve currency?
CAIA Series II: Professor Barry Eichengreen in conversation with Sona Blessing
Tuesday, November 06, 2012
img Barry Eichengreen is George C. Pardee and Helen N. Pardee Professor of Economics and Political Science at the University of California, Berkeley, Department of Economics.

His recently published books include: "From Miracle to Maturity: The Growth of the Korean Economy", with Dwight H. Perkins and Kwanho Shin, "The World Economy after the Global Crisis: A New Economic Order for the 21st Century", co-edited with Bokyeong Park and "Exorbitant Privilege: The Rise and Fall of the Dollar and the Future of the International Monetary System".

In this live interview he shares his insights on the dollar (USD), its continued viability as an international reserve currency, falling off the fiscal cliff and its impact on the USD, the possibility of "a grand bargain of some sort" , other currencies that could eventually qualify as a/ reserve currency/(ies)...

  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Opalesque Exclusive: European stock-picking fund up 19% YTD, bets on small caps’ high cash level[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: Here is a European long/short equity fund that has been beating the odds since its 2008 inception by employing its own investment model, frequent company visits

  2. CTAs could face new challenges in a rising rates environment[more]

    Bailey McCann, Opalesque New York: CTAs have taken a beating performance wise lately, and asset flows reports show that investors aren't sticking around to see how the movie ends. Now, a new white paper from Roy Niederhoffer and Coen Weddepohl notes that as interest rates start to tick back u

  3. Investing – Big hedge funds bought Puerto Rico's junk bonds, Fidelity explores new trading venue amid flash trade concerns, Crisis-era Greek bonds reward early buyers with big effective returns, Cargill unit discloses stake in Freddie preferred[more]

    Big hedge funds bought Puerto Rico's junk bonds From Reuters.com: Several large hedge funds doubled down on Puerto Rico in last month's giant bond sale despite the U.S. territory's financial struggles, the Wall Street Journal reported, citing confidential documents reviewed by the newspa

  4. Opalesque TV: First Trust Advisors launches liquid alternatives platform[more]

    Bailey McCann, Opalesque New York: First Trust Advisors is launching a new liquid alternatives platform aimed at building on the companies existing alternative ETFs offering by adding hedged mutual funds. Senior Portfolio Managers Rob Guttschow and John Gambla recently sat down in an

  5. Commodities – Popular value fund manager David Iben bets on Russia, gold,[more]

    From Reuters.com: With large bets on Russia and North American gold miners, one of the best performing stock pickers in the wake of the 2008 financial crisis is back with a new fund that reflects his deep aversion to following the crowd. In the Kopernik Global All-Cap Fund, David Iben is follo