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Bubbles

CTAs turn to fundamental models in search of diversification

A growing number of commodity trading advisers (CTAs) believe fundamental strategies can help improve the return profile of trend-following managed futures programs.

Hedge Funds Review | 02 Apr 2012secure

follow-the-leader

Eurozone policymakers accused of ‘turning solvable problem into a crisis’

Policymakers have “not been constructive” in their approach to the Greek debt problem and are “turning a solvable problem into a crisis” according to Gavyn Davies, chairman of Fulcrum Asset Management.......

Hedge Funds Review | 21 Jun 2011secure

China, US Treasuries and the dollar seen as most likely candidates for the next bubble

China and US Treasuries are among the candidates for the next bubble. Inflation is running rampant in China and government stimulus measures are a concern in the US.

Hedge Funds Review | 01 Jun 2011secure

Chinese economic policies will have major impact on global markets in 2011

Hedge fund managers are closely watching China to see how inflationary pressures, moves towards full renminbi convertibility, inflation trends and general economic policies will play out this year.

Hedge Funds Review | 01 Mar 2011secure

Technology sector buoyant with opportunity

Hedge funds find cloud computing, virtualisation, iPhones, iPads and Apple are all part of the rich tapestry of the technology, media and telecommunications (TMT) sector. Long/short plays abound.

Hedge Funds Review | 04 Jul 2010secure

Watch for the bond bubble

The credit markets have avoided becoming the next bubble waiting to burst. Nevertheless, investors should be cautious of government bonds.

Hedge Funds Review | 10 Oct 2009secure

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