Source: Hedge Funds Review | 24 May 2011
Categories: Strategy, Hedge Funds
Topics: Award, Salida Capital, Commodities, Cheyne Capital Management, Event driven, BlueBay Asset Management, Emerging markets, Nektar Asset Management, GLG, Castellain Capital, Eurozone, CQS, Quantitative easing two (QE2), Distressed, Bonds, Matterhorn Investment Management, Investor relations, Fund of Ucits hedge funds (FoUHF), Amundi, Krom River Investment Management, Contingent convertible (CoCo), Fleming Family & Partners Capital Management
A selection of winners of the European Performance Awards give their views on a range of issues from oil markets to the continuing crisis in the eurozone as well as the opportunities in CoCos.
Courtenay Wolfe of Salida Capital gives her views on the market for natural resources and in particular oil for the rest of the year.
From Cheyne Capital Management, Michele Massoud explains the main driver of European corporate events will be for 2011 while Jonathan Fayman from BlueBay Asset Management talks about the opportunities in emerging markets compared with developing countries.
Torbjörn Olofsson from Nektar Asset Management explains what his most successful trade in 2010 was while GLG’s Steve Roth gives his views on the opportunities he sees in the contingent convertible (CoCo) markets and how he intends to exploit them.
From Krom River Investment Management, Itay Smikin explains where he sees commodity prices moving. Robert Goldsmith from Castellain Capital explains what he thinks the impact of the continuing eurozone crisis, and in particular the potential Greek debt restructuring, will have on markets this year. Fleming Family & Partners Capital Management’s Reinhart Ploder also gives his views on the continuing problems within the currency union.
From CQS, Ali Lumsen talks about the impact the lifting of quantitative easing (QE2) in the US will have on the mortgage-backed markets while Chad Sooran, also of CQS, explains where markets are in the distressed cycle and where he thinks the best opportunities lie.
Paul Bates from Matterhorn Investment Management explains which emerging markets offer the best opportunities for investors while his colleague Scott Stevens gives his views on the most successful element of an investor relations strategy.
From Amundi, Dave Benichou explains what he thinks are the best qualities of a Ucits hedge fund.
Updating your subscription status
Newsletters
Register for the twice a week email newsletter, receiving news directly into your in-box
Weekly poll
Related articles
Hedge Funds Review | 17 May 2012
Hedge Funds Review | 16 May 2012
Hedge Funds Review | 26 Apr 2012
Hedge Funds Review | 25 Jan 2012
Hedge Funds Review | 31 Oct 2011
Most popular
Most read
Hedge Funds Review | 14 Mar 2007
Hedge Funds Review | 07 Oct 2011
Hedge Funds Review | 07 Oct 2010
Hedge Funds Review | 04 Mar 2005
Hedge Funds Review | 03 Feb 2012
Related events
UK | 22 May 2012
Singapore | 28 May 2012
Singapore | 29 May 2012