A changing environment

Fund of fund managers are looking to global macro managers and seeking more aggressive long/short portfolios to boost returns in 2003.

David Palmans, portfolio manager of 3A's closed-ended Altin fund of hedge funds, says the fund will have increased its weighting to global macro funds to 30%, its largest strategy allocation, by the end of January, up from 22% at the end of November 2002.

'We see the euro higher versus the dollar and potentially slightly lower European interest rates, especially on

To continue reading...

You need to sign in to use this feature. If you don’t have a Risk.net account, please register for a trial.

Sign in
You are currently on corporate access.

To use this feature you will need an individual account. If you have one already please sign in.

Sign in.

Alternatively you can request an indvidual account here: