Hedge Funds Review
Building on property
Faircroft Properties chief executive James Burchell believes the current economic climate is the right time to invest in commercial property.
Making money from a macro-economic shift
The world is in the midst of “one of the great macro-economic shifts of the last 100 years”, according to DTAP Capital Advisors partner Hugh Warrender.
Systematic investment
Formed through a spin-off from JWM Capital Partners, Episteme Capital’s inaugural fund went live in July this year.
Chinese opportunities
Of all the world’s emerging markets, none has boomed so quickly as China. While the developed world struggles with the financial crisis, China is forecasting continued strong growth.
Warming up to Cuban investment
Alex Schmid thinks there is a rare, niche opportunity for investors in one of the few remaining territories standing outside the world’s financial markets.
Farmland offers opportunities
Population growth and climate change are driving a change in the way the world uses land. As a consequence there is a shortage of good-quality farm and forest land.
Watch for the bond bubble
The credit markets have avoided becoming the next bubble waiting to burst. Nevertheless, investors should be cautious of government bonds.
Investment grade bonds offer
Increased issuance of US investment grade bonds present increased opportunities, says Scott Service, senior global strategist at Loomis, Sayles & Co. There has already been a huge rally and he is confident “there is more rally to come”.
Future of diversification
Family offices are increasingly looking at tangible assets as a way to diversify their portfolios away from purely financial risk.
Emerging markets, emerging assets
Investors must be wary of a still-volatile economy and pick investments accordingly. However, emerging markets are a good bet and will continue to be so, concludes Cayzer Trust Company director Dominic Gibbs.
Risk needs new clothes
It is not often the financial markets are compared to fairytales but that is how economist Roger Nightingale sees the way risk has been sold over the past few decades.
Commercial property set to rise
The economic forecast for the commercial property market is clearing, says Standard Life Investments’ investment director Andrew Jackson.
Simple strategies are the best
Investors were shocked in 2008 when they discovered diversifying a portfolio could not get rid of risk. Economists were less unsettled. They tend to look at a whole range of views, examining data and information domestically and globally in order to form…
Building a concrete hedge
JP Morgan Asset Management global multi-asset group managing director Jeffery Geller sees hedge funds as a way of actively managing investments rather than an asset class in their own right.
Defining a family office
“Any ex-UBS banker these days starting up their own shop is calling themselves a family office,” says Reyl Private Office director Pierre Condamin-Gerbier, discussing the question of the optimum structure for a family office.
Future planning for succession
There are a number of different structures that can be used to manage a family’s wealth, but the most important requirement is adequate succession planning.
Inside story of family offices
Duncan Straughen, director of Wates Family Office, was recruited to work closely with family members to help create the infrastructure and support needed for an actively engaged owners group. The family was just completing a transfer of ownership between…
Outsourcing dilemma
Family offices come in a variety of shapes and sizes. Not all are called ‘family offices’ and not all are designed to meet every need of a family.
Entrepreneurial spirit drives success
EXCLUSIVE
Fading memories
How soon we forget. Markets are rising and could end the year higher than before the financial crisis, despite the fact fundamentals that should underpin and logically support prices are absent. Governments, the public and even the media appear to have…
Man on a mission
With a background that has taken him through banking and global institutions, Todd Groome may seem at first glance an unlikely champion of the hedge fund industry. This varied experience, however, is just what has given him a deep appreciation of what…
Ticking the boxes
Suggestions of what investors should include in a due diligence questionnaire vary. The Alternative Investment Management Association’s (AIMA) illustrative questionnaire covers most aspects of a fund’s operation – from the basics, such as address,…
Why does Madoff matter?
Since the arrest in December last year of Bernard Madoff on charges of fraud, questions have been asked as to how both the authorities and investors failed to spot the investment manager’s Ponzi scheme.