Man FRM

A month of two parts for the hedge fund industry.

We have revised credit to a near-term opportunity set as we have already seen a substantial recovery, while our outlook has become increasingly positive in other areas such as event-driven strategies.

Farewell. A reflective note from the author, his retirement knitting, on 40 years in the industry.

Hedge Funds generally enjoyed positive returns in November thanks to falling volatility and rising risk assets.

Hedge funds were dealt a sharp blow in the last week of October, despite generally positive returns in the first half of the month.

The environment for hedge funds remains broadly attractive in credit, specialised equity long-short, quantitative and equity arbitrage strategies.

Mixed month for hedge fund performance, with risk-off positioning in equities and FX increasing volatility across asset markets.

In the first webinar of our CIO Agenda series, Sandy Rattray, Adam Singleton and Peter van Dooijeweert investigate the core arguments underlying the case for owning gold and whether gold might be the bond replacement investors are seeking.

Why we have a positive outlook on credit, equity long-short, statistical arbitrage and macro strategies.