Despite a spectacular run-up in prices since 2010, US residential mortgages continue to offer strong opportunities for hedge funds. Investors should continue to see gains throughout 2013
John Paulson gets back to his roots as an event driven investor and finds profits in mergers and restructurings in the first quarter while his big bet on gold as a hedge against inflation fails to win
More Hedge funds articles
Europe's fund of hedge funds industry has suffered AUM declines since 2008 but there are signs of a rising appetite for niche strategies and bespoke mandates. Stenham has launched two niche FoHFs
Searching for truth
Efforts to enhance the corporate governance framework for hedge funds in the Cayman Islands have run into opposition from local fund directors, who take issue with the regulator’s plans to create ...
Returns of the Mac
US pension funds are attracted by the low correlation to mainstream asset classes offered by 36 South's flagship fund, says its CIO. He says European funds should not ignore the US market
Japan-focused hedge funds surprise investors with continued strong performance as Russia also produces better returns than normal. Securitised credit still strong favourite but returns segmented
Clearing – and present danger
A fall in asset-to-asset correlations could mean a good year for many hedge fund strategies, even though volatility is expected to remain relatively low, according to research from Axioma
India has no plans to become an equivalent country under EU regulations on financial services. India’s decision is likely to foreshadow problems with other emerging countries trading with the EU
As China relaxes controls on its currency, the yuan is set to become more widely used. However, government control is likely to be maintained. Full convertibility may never happen, says Jim O’Neill
In response to industry fears of a collateral crunch, regulators have revised the proposed rules on margining for uncleared over-the-counter (OTC) derivatives.You can find out more by downloading this white paper here.