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[Full A SQUARE issue of the week] A SQUARE 31 Jul 2008
[Photography] Why institutions are increasingly being drawn to investing in art photography Art photograph prices continue to be driven by fundamentals as opposed to "hype"
[Climate Change] A Global Climate Change Fund Unconstrained, opportunistic, concentrated, high conviction, ‘best ideas’ portfolio comprises of 50-80 stocks (normal scenario)
[Insurance] A Diversified CAT Bond Fund An early participant in cat bond investing - experience and expertise
[Full A SQUARE issue of the week] A SQUARE 25 Jul 2008
[Banking] Separating banking functions from risk-taking activities If you can figure a way to rid the US of the Federal Deposit Insurance Corporation (FDIC) and the moral hazard it creates you will have solved the periodic Banking crisis that occurs
[Clean energy, Water, Infrastructure, Natural resources] Theme Investing How can you relate and integrate concepts from other disciplines (randomly occurring phenomenon) to create filters, that condition the outcomes of a model to run a fund?
[Timberland] Niche Timber Investing: Teak There is a special issue related to teak sawnwood and its quality and price which investors should be aware of
[Commodity] Why hasn't the price of pulp risen as rapidly as some other commodities? Prospects of investing in pulp
[Full A SQUARE issue of the week] A SQUARE 17 Jul 2008
[Litigation Led Investing] A new paradigm for law firm capital that enables law firms to spread risk, smooth cash flows Over the next five years, we believe investment in claims will become relatively commonplace.
[Asset Based Investing] A pure asset based lending fund on funds Portfolio of pure asset-based lending and insurance linked hedge funds
[Carbon Credits] A fund that deploys capital to develop portfolio environmental and renewable energy assets One of the largest buyers of carbon compliance instruments created by projects
[Insurance] New risks being considered for securitisation & more ... Some players in the industry are also exploring the potential securitisation of casualty risks – specific classes of liability exposure.
[Pari Mutual Betting] Think Out Of The Box ..."To be fair there are millions of people who consider any “investment” in legitimate securities markets a form of gambling." ...
[Pension Model] Transformation: from conservative, traditional only portfolio allocating to one that includes "non traditional assets" "We use „quantitative“ models for strategic asset allocation - this is conducted in the context of an asset liability management study that enables us to build and review different optimisation measures. However, ..."
[Convertible Instruments] A fund that invests in convertible instruments Core to this philosophy is a belief that it is possible to structure an investment in a public company that will forsake some of the upside in exchange for having downside protection.
[Banking] A fund that invests in niche community banks "Commercial banks have historically experienced low default rates, with an average of 0.34% per annum measured ..."
Komfie Manalo, Opalesque Asia: The volatile and uncertain market, particularly in an environment of zero inflation and risk of deflation, will make a six percent and seven percent yield to be the exception moving forward, said Ian Hamilton, Founder&Group Chief Executive Officer of
Bailey McCann, Opalesque New York: Chicago-based Madison Street Capital, an M&A advisor, has released its annual market outlook, and in it suggests that 2016 will be another strong year for hedge fund M&A. Since 2014, the number of hedge fund M&A deals has steadily increased. According to data in
Benedicte Gravrand, Opalesque Geneva for New Managers: Delegates at the recent Opalesque Caymans Roundtable, all service providers to t
Komfie Manalo, Opalesque Asia: Hedge funds maintain a cautious stance on equities in the week ending Feb. 02 as the Lyxor Hedge Fund Index was slightly up 0.3% in January (-1.0% YTD), Lyxor Asset Management said in its Weekly Briefing.
Opalesque Industry Update - BCA Research, a leading provider of independent investment
research, today announced it has partnered with FiscalNote to integrate U.S. policy data and analysis onto BCA’s digital
platform BCA Edge.
The collaboration will enable investors to easily factor in t
By: IMD Professor Nuno Fernandes on worldwide market turmoil
The recent steep slides on global stock markets have been a long time in the making. As early as two years ago, it was becoming obvious that in addition to the contraction of global demand, as well as the general increase in the relati
In the week ending 05 February 2016 it was reported that quant hedge funds, who use mathematical models to bet across asset classes, raised a net $29bn last year, reversing a $16bn outflow in 2014. Meanwhile, a report by Barclays has found that recent trends in fees, liquidity and transparency sugge
Komfie Manalo, Opalesque Asia: The creation of Cayman Enterprise City is what separates the Cayman Islands away from the "competition," stated Peter Huber, the Global Head of Fiduciary Services at Maples Fund Services and a member of the Executiv
Komfie Manalo, Opalesque Asia: The institutionalization of the alternative investments space has its pros and cons but it has made more it more difficult for smaller startup managers, said Peter Huber, the Global Head of Fiduciary Services at Maples
Komfie Manalo, Opalesque Asia: The Board of Directors of Swiss alternative investment firm ALTIN AG has called for an Extraordinary General Meeting (EGM) on March 16 on the insistence of two of its main shareholders to discuss the replacement of thr
Komfie Manalo, Opalesque Asia: Cayman’s proposed EU Connect Funds are an exciting development for the hedge fund industry, as this would enable funds to passport across the European Union, said Jason Allison, a partner in the investment funds group at
Komfie Manalo, Opalesque Asia: According to delegates at the latest Opalesque Cayman Roundtable, large hedge fund managers in the US have started to limit access to company computer systems from mobile devices, in a move to strengthen cybersecurity. The move highlights the level of cyber threats
Bailey McCann, Opalesque New York: Cayman regulators are considering changes to the LLC laws there, and that could lead to an increase in the number of governance committees, according to delegates at the recent Opalesque Cayman Roundtable. Updates to the LLC laws follow an earlier update to the
Komfie Manalo, Opalesque Asia: Singapore-based fund management firm APS Asset Management saw its APS Japan Alpha Fund gain +10.56% (gross) in 4Q 2015, outperforming the benchmark by 3.05 percentage points. TOPIX Net Index’s returned 7.51% during the
In the week ending 29 January, 2016, AIMA reported that hedge funds outperformed stocks and bonds on a risk-adjusted basis last year; a study by Beachhead Capi
Komfie Manalo, Opalesque Asia: Start-up managers in Hong Kong are setting up an offshore hedge fund before even thinking about UCITS to reach the European market, according to Karen Watson, Global Head of Fund Operations at Maples Fund Services.
Komfie Manalo, Opalesque Asia: Sunshine funds in China are booming but there is no real structure around them, said Steve Bernstein, CEO of SinoPac Solutions and Services, a part of SinoPac Holding during the latest Opa
Komfie Manalo, Opalesque Asia: South Africa’s equity-centric hedge funds posted double-digit gains last year outperforming most of their Western peers which sustained heavy losses under extreme market conditions. Peregrine’s Total Equity Hedge Fund gained 19.94% last year and survived December up
Bailey McCann, Opalesque New York: 2015 was a rough year for a lot of hedge fund managers, but it was especially bad for Bill Ackman's Pershing Square. Ackman included in his most recent investor letter an apology to investors for the poor performance. "2015 is a year we will not forget," he
Komfie Manalo, Opalesque Asia: "The planned hedge fund parks in Shanghai, and also in Pudong and Hangzhou have received a warm welcome from both local and foreign investors," says Kenny Li, CEO of Sino-Foreign joint venture firm Quattro Quant, during the latest
By: David Frank, CFA
CEO & Managing Partner at Stonehaven, LLC
Over Stonehaven’s 15 year history we have witnessed and played a role in many shifting dynamics across the alternative investment industry. We are well-positioned in the marketplace to see trends with a 26 person platform repres
By IMD Professor Nuno Fernandes
As Game of Thrones fans know, "winter is coming" in the new episodes slated for 2016, and with it a season of uncertainty. The outlook for the show’s Seven Kingdoms of Westeros is very similar to that of the current world economy and a lot of big questions remain
By Stan Altshuller, Novus
While there is little doubt that 2015 was a challenging year for many hedge funds, there were a few bright spots where managers were able to capture value and add alpha. In short, what worked in 2015 were stocks in the mega-cap space that were responsible for the majori
Jerome Lussan CEO of Laven Partners participated on a panel alongside Janaya Moscony (President of SEC3/CCO3 Compliance Services), Barry Champney (CCO at Vanderbilt Securities), Michael Isaac (CCO at Stadion Money Management) and moderator David Nash (Vice-President of Compliance Science) on the man
By: Carne Group
The issue of a lack of female directors on corporate boards has risen up the regulatory and political agenda recently, and managers of public money in particular are focusing on the issue of diversity on fund boards. A recent article published by FT Ignites has pointed out that w
By Bruce Frumerman.
How long is the selling cycle now? That’s a question my financial communications and sales marketing consulting firm has been asked on a regular basis by hedge fund firm owners and sales people, ever since we opened the doors to our firm in 1987 pre-crash.
This article was written by Carne, an international specialist in the provision of independent governance services and European management company solutions to the global asset management industry.
A recent SEC action has highlighted how concerned regulators have become about data intru
This article was authored by Laven Partners, a provider of compliance, due diligence and operations services based in London.
The collapse of the financial sector in 2008, its aftermath and resulting enquires into the notoriously bad
Avenue Capital's Marc Lasry: We like European bank loans
From CNBC.com: European banks are under immense pressure, but at least one prominent hedge fund has found what it thinks is a good opportunity in the wreckage. Marc Lasry, co-founder and chief executive of hedge fund Avenue Capital
From FT.com: Credit Suisse Asset Management plans to cherry pick profitable concepts from hedge funds with the launch in Europe of a “best ideas” strategy. The investment arm of the Swiss bank said the strategy will separate it from other funds blighted by “overcrowding problems”. It comes at a time
Hedge funds bet on risks in U.S. blue-chip debt
From WSJ.com: Hedge funds are betting the next bond sector to crack will be the $4.5 trillion market for the safest U.S. corporate debt. New York’s Perry Capital has placed a $1 billion wager against investment-grade bonds issued by 10 comp
Hedge fund manager Kyle Bass is shorting real estate—again
From Fortune.com: He also predicted the mortgage crisis in 2008. Hedge fund manager Kyle Bass, who runs Dallas-based Hayman Capital, tanked the stock of a little-known real estate financier Friday by revealing that he is shorting
Global financial markets posted sharp losses in January led by declines in Oil and global equities, though steep intra-month losses in both were narrowed by strong gains in final trading days of the month. Global equities posted steep declines for the month led by Biotechnology, Energy, Financial, E
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Near Term Trend: NegativeMonday's Trade: 1.24954 (- 23)UPDATE: Same theme for the last six weeks; "NO CHANGE: In light of the slight bounce, the overall trend in Euro remains negative. Pressure in U.S. Stocks could invite the inverse trade in Euro (buying Euro)". Hence, until that happens, Euro remains under overall pressure.**For those traders who wish to scalp the long side of Euro, place stops below the recent lows (1.2358).