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”, ...
Q2 - 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"?
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