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April 20, 2012
It is difficult to see how economics and markets can be detached again from politics in a year when there are so many political events, elections and transitions
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March 26, 2012
What emerges most clearly is the importance of culture when putting together asset management businesses where the only real assets are your own people and the investors they serve
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February 27, 2012
It is more important than ever for managers to understand where their alpha-generating skill lies – and to be able to communicate, and show, that to their investors
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January 26, 2012
The pressure on many funds – even those who have performed excellently over the years – to raise their game in 2012 will be intense
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November 25, 2011
All the recent surveys indicate that investors plan to put more of their money into hedge funds rather than less
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October 21, 2011
Stock-picking, both long and short, is proving almost impossible at a time when equity markets are in the grip of whipsawing macro sentiment
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September 22, 2011
Investor institutionalisation has created a much more stable and stickier capital base
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July 22, 2011
AIMA’s move to create a dedicated forum for smaller managers is welcome and important
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June 23, 2011
Who would want to be a fund of funds manager right now?
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May 25, 2011
It’s time to think about how hedge funds look from the outside
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