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Alternative Market Briefing

The Big Picture: Eagle's View to launch aggressive macro hedge fund to seize large market moves

Wednesday, January 12, 2022

amb
Neal Berger
B. G., Opalesque Geneva:

As a former proprietary global macro trader, Neal Berger sees himself as unusual in the world of hedge fund allocators, who typically have a hardcore, risk-taking, trading background.

About 20 years ago, he moved away from the global macro trading space and became a portfolio manager of non-correlated, often niche-oriented, hedge fund strategies. This has worked well, he says.

But he has recently noticed opportunities shifting again. Now he plans to launch a new fund to take advantage of "the end of an era".

"To say that the opportunity set is fertile for very large and extended moves in markets at this moment is a material understatement in my opinion," he says in a communication to investors reviewed by Opalesque.

"Many participants, including myself, believe markets of all kinds are simply wackadoodle. We have dislocation all over the place. Five-year bond yields at under 1.2% with inflation running at 6% while the Fed has announced they will be raising interest rates three times next year, we have insanity in digital coins, absurd prices on .jpgs (NFTs) selling for millions of dollars, real estate that exists only in the virtual world and virtual homes selling for millions, to companies with little/no revenues trading with $80-billion market caps, companies that are only months old becoming unicorns nearly overnight, companies with multi-trillion dollar market caps, to kids who aren't even 20 yea......................

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