Sat, Jul 11, 2020
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Other Voices: How to take advantage of the current market sell-off

Wednesday, October 31, 2018

amb
Alex Gravish
By Alex Gavrish, Etalon Capital Ltd; author of "Story Investing"

Alex Gavrish explains why investors should roll-up their sleeves, identify the opportunity set and not be afraid making decisions

I recently went an exciting exhibition of Anni Albers works at Tate Modern. Albers is famous for integrating the ancient craft of weaving with modern art. Overall, the exhibition raises (in my view) the idea of the importance of knowing how to work with material, of having "material consciousness" - in any field, not only in art. And I think that investors can learn something from this as well.

At the exhibition I bought an interesting book "The Craftsman" by Richard Sennett. In the book, Sennett tells the following story. The painter Edgar Degas once remarked to poet Stephane Mallarme: "I have a wonderful idea for a poem but I can't seem to work it out". To this Mallarme replied: "My dear Edgar, poems are not made with ideas, they are made with words."

With current market sell-off many investors intuitively feel that there are opportunities in the market. But they are often confused and don't know what to do and where to begin. Instead of rolling up their sleeves and start working with the "material" - as Anni Albers did, they find themselves "buried......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing

 



  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. PE/VC: Disruption from COVID-19 hits ASEAN private equity hard, VCs see much to like in Democrats' $1.5tn Moving Forward Act, US PE firms play the long game as deal-making comes back into focus[more]

    Disruption from COVID-19 hits ASEAN private equity hard Opalesque Industry Update - After a strong 2019, the ASEAN private equity industry has been shaken by the outbreak of the COVID-19 pandemic, reports Preqin. As of September 2019, ASEAN-focused private equity and venture capital asset

  2. Coronavirus crisis: PE industry mulls more realism and longer holding periods[more]

    Laxman Pai, Opalesque Asia: More realism, longer holding periods and an advantage for investors with a long-term focus - these are the main changes that investment managers in the German private equity market expect as a result of the coronavirus crisis. The PE transaction activity is not exp

  3. Multi-strategy hedge funds post double-digit gains, Tiger Global, Coatue score double-digit fund gains in 2020, Lone Pine soars after losses earlier this year, Can Pershing Square's standout year continue?[more]

    Multi-strategy hedge funds post double-digit gains From FT: Large multi-strategy hedge funds have posted double-digit gains for the first half of the year, reversing losses from March, as markets defied the economic downturn brought on by the coronavirus pandemic. Citadel Advisors

  4. Tech: Pandemic boosts digitalisation across the fund industry, The India-China bust up and what it may mean for tech, Machine learning goes global[more]

    Pandemic boosts digitalisation across the fund industry From International Investment: The pandemic has certainly accelerated change and digitalisation in ways that we never imagined, including the funds industry in Luxembourg. Business Continuity Planning and Disaster Recovery Pl

  5. New Launches: Hedge fund Marshall Wace will bet on ESG stocks with new $1bn fund, Stafford Capital raises initial $532m for ninth timberland fund, Nalanda Cap eyes $800m fund, China's Unity Ventures hits first close on US dollar fund[more]

    Hedge fund Marshall Wace will bet on ESG stocks with new $1bn fund From Forbes: Hedge fund Marshall Wace plans to raise $1 billion for a new fund that will invest in stocks with strong environmental, sustainability and governance (ESG) ratings while betting against stocks with poor rating