Hedge Funds Review - 2009-07-01
Articles in this issue
Regulation is a waste of resources says economist
"There is a naive belief among legislators that laws inhibit criminality. It's not true," says Roger Nightingale, a global economist and strategist.
Foreclosed US properties offer investment opportunities
Most people would find little value in buying portfolios of foreclosed residential property in the US. Chris Ryan, chief operating officer of Merrick Road Properties, disagrees
Biomass project targets Scottish electricity grid
Founded in 2001 by CEO and chairman Mohammed Yusef and managing director Niall Bamford, Invicta Capital has come up with an interesting investment proposition in biomass. The latest scheme by the company, which has so far raised over £1.3 billion, is the…
British politicians need to make some hard decisions
The extraordinary measures being taken to counteract the financial crisis are storing up problems for the future. How governments, and the UK in particular, react to these future problems could determine the financial landscape for many years. Hedge…
Seeking safety with custodians
Financial strength of custodians is key, together with quality, safety and stability of sub-custody. For funds, the probability of having to move to a backup plan has significantly increased. Many are going further in the development of contingency…
Russia cannot be ignored
Liam Halligan is a one-man cheering section for the investment opportunity in Russia. As a former Economist and Financial Times correspondent in Moscow, Halligan is far from naive or gullible. His views on the Russian economy are firmly based on economic…
Bermuda at critical economic junction
Bermuda is at a turning point in its development as a hedge fund - and financial services - centre. Kris Devasabai examines the choices the state faces as it plots its future
INTERVIEW: Phil Goldstein, co-founder of Bulldog Investors
Fighting fit and feisty
Iveagh leads the way for family offices
Experience and intensive analysis coupled with sound processes produce results for Iveagh
Investors demand good investment products
There is no doubt there is a great deal of potential investment money available in the Middle East, some of which could be placed in hedge funds. Margie Lindsay looks at the prospects for managers looking to tap into the market
Fund administration still vital to Bermuda's economy
Beyond its regulatory framework, Bermuda's major strength is its reputation as a centre of expertise for hedge fund administration. The jurisdiction has a long history in this business
Lyxor explores risk options
The Lyxor managed account platform is one of the beset ways for investors to achieve exposure to hedge funds with maximised transparency and liquidity, believes Hela Dammak, managing director, and Pierre Matussiere, managing director, family wealth…
JP Morgan re-opens long/short fund for investors
People, process and performance are at the heart of JP Morgan's Europe Dynamic Long Short Fund. Closed until relatively recently, JP Morgan has decided to open it again to investors.
Mixed fortunes predicted for alternative asset class ETFs
Alternative asset class exchange traded funds (ETFs) enable investors to gain simple access to alternative investment opportunities such as hedge funds, commodities, real estate or currency baskets.
Investable indexes - May 2009
Credit Suisse /Tremont Hedge Fund Index - Dow Jones Hedge Fund Benchmarks - Frontier Capital Multi-Asset Platform Fund - Greenwich Global Hedge Fund Index - HFRX Global Hedge Fund Index - Lyxor Global hedge Fund Index
Unintended consequences of regulation
What politicians set out to do when drafting and implementing regulations often turns out quite differently than intended. The current rush to legislation bears all the hallmarks of over-hasty and ill-conceived rules that could come back to bite the hand…
Blackwater eyes UK property
"I take the approach of buying in difficult times, asset managing and selling to achieve profit," says property investor Henry Gwyn-Jones, general manager of Blackwater Asset Management. He is not shy about his talent. "It is fair to say that in my…
Commodities key to portfolio diversification
Shaun Port, chief investment officer at Fitzwilliam Asset Management, is passionate about commodities. He has been running multi-managers since 1995 and multi-strategy funds since 2003. Commodities, he believes, should be an essential part of any…
Singapore fund targets Far East opportunities
The road to the formation of Republic Investment Management (RIM) was unconventional. Two factors made it happen.
Knowing the unknowns is important says Crazon Capital
Corazon Capital chairman Ian Morley believes the only thing that goes up in a down market is the correlation of the non-correlated assets of a portfolio. In a critique of the current investment environment, Morley was scathing about the "beta providers…
