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Recession

Video: Crispin Odey gives his views on performance, markets and regulation

Crispin Odey, winner of the outstanding contribution to the industry award at the 12th European Single Manager Awards 2012, talks about hedge funds, performance, regulation and politicians

Hedge Funds Review | 18 May 2012 | screening image

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Jana Partners bets on rising dividends and share buybacks

Value-oriented event driven hedge fund Jana Partners is investing in companies that are returning excess cash to shareholders. The fund’s top positions include Expedia, Energizer and McGraw Hill.

Hedge Funds Review | 14 May 2012secure

Passport Capital sees value in insulated Saudi market

The search for uncorrelated sources of return in a bleak macro landscape has led John Burbank of Passport Capital to take a close look at the relatively insulated Saudi Arabia market.

Hedge Funds Review | 11 May 2012secure

Unprecedented volatility set to continue into 2013

The world is a volatile place. Sovereign debts, government interference in markets, risk-on/risk-off moments plus a myriad of other factors are combining to keep volatility in place for some time.

Hedge Funds Review | 30 Apr 2012secure

Equity long/short managers see potential in 2012 but remain cautious while market volatility continues

Hedge fund managers running equity long/short strategies are cautiously optimistic about attaining good performance this year. European managers are increasing net exposures but see tail risks looming.......

Hedge Funds Review | 28 Mar 2012secure

Audio: Not all doom and gloom in eurozone says Martin Currie portfolio manager

European growth will be slow and sluggish, says Martin Currie’s Michael Browne. He expects a shallower recession than in 2008 and sees good prospects for his European equity long/short hedge fund.

Hedge Funds Review | 01 Mar 2012 | screening image

World economic outlook precarious as China continues to drive growth, says Roger Altman

A two-speed economic world is developing with the US, Europe and Japan in the slow lane as China, India and Brazil power ahead, says Evercore Partners' founder and chairman Roger Altman.

Hedge Funds Review | 09 Feb 2012secure

Roubini forecasts continuing danger for global economic outlook in 2012 and beyond

Advanced economies, compared with emerging markets, have better fundamentals, but getting back to ‘normal' will be a multi-year process, says economist Nouriel Roubini.

Hedge Funds Review | 06 Feb 2012secure

Hedge fund industry needs to take warnings of Occupy movement to heart

As the eurozone crisis continues to drag on, citizens of developed countries are making their views known: faith in the financial system and political leaders is in short supply.

Hedge Funds Review | 03 Feb 2012secure

Video: Exploiting long/short credit arbitrage strategies, sponsored by Lyxor Asset Management

Credit markets are experiencing unprecedented volatility as hedge fund managers focus on liquid high-quality credits at or near the top of the capital structure and avoid riskier bonds and loans.

Hedge Funds Review | 25 Jan 2012 | screening image

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