Hedge Funds Review
The French connection
country focus: france
Clear run for China spurs hopes for global macro
Continued growth in China and the return of trends bodes well for commodities and global macro
Investors wise up to structured products
collateralised debt
Distressed debt managers eye up troubled US automotive companies
distressed debt
Do hedge funds improve markets?
matthew lynn
Go west, young Griffin
London's Griffin Capital Management has expanded its Eastern European hedge fund focus with a Western European portfolio that has returned 12.3% net in its first eight months
Revisiting hedge funds: the institutional investor's perspective
pension investing
Glacier Re: a wise start-up?
reinsurance
Investors get specialised in their allocation to US fund managers
Equity long/short
GAM, David Smith - January 2005
David Smith from GAM, now part of the Julius Baer group, explains why he closed in 2004, then re-opened in 2005 the firm's funds of hedge funds.
Old Mutual AM, Asia Pacific Equity Fund, Les Jones - Jan 2005
Les Jones explains how Japan’s stock market forces managers to be mindful of so much more than just stock prices, with speculators and margin trading such a large part of the market - and so his experience with OMAM’s Pan-Asia fund.
Has the death of merger arbitrage been greatly exaggerated?
merger arbitrage
Time for relative returns
performance measurement
Fixed income managers search for riches as standard products fall flat
SPECIALIST FIXED INCOME
Size counts...
remuneration
Making money from your money
currency overlay
Reopen for business
As GAM reopens some of its multi-fund hedge portfolios to new investors, David Smith reflects on the hedge fund industry, GAM's progress and staggering intake of money in 2004
Old hand with a new vision
Les Jones has invested in Japan's stock market for 23 years, bringing a wealth of experience to Old Mutual's Pan-Asia fund… and experience of wealth to his hedge fund's investors
Tailor-made money makers
structured products
Hedge funds might worry where the volatility went
chet currier
Awarding excellence
awards