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”, ...
Listen to the complete feature Hedge fund performance 2013
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Can you talk us through your outlook on the global macro-economic developments?
Despite the rather shaky fundamentals, how do explain the recent historic highs scaled by the Dow Jones Industrial Average? Is there a two-tier economy? Should the U.S. be looking "to take away the punch bowl"?
When do you anticipate the Federal Reserve initiating a cycle of raising interest rates?
Where do you see the investment opportunities and how do they contrast to those that have been pursued over the last couple of years?
Would you like to share your recent research paper "Hedge fund performance 2013" findings with us?