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Saturday, 18 September 2021
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Members of the Reddit army who believed they were inside the tent sharing views with fellow rebels cannot know who is on the other side of their trades - or even who they are talking to in their group.
After some poor experiences during the GFC, hedge funds offering uncorrelated returns have greater appeal as traditional markets struggle, but don't pay up for simple market exposure.
Despite negative headlines regularly aimed at hedge funds, they experienced strong inflows in the six years until the end of 2015. What are the benefits of hedge funds for a portfolio?
The major hedge fund index has performed poorly in the last few years, and there are reasons why hedge funds might find excess returns elusive for a while longer.
Australian investors may be wary of the European share market with Greece and Brexit in the news, but there's a good investment and diversification case, with access now made easier by Europe equity ETFs listed on the ASX.
The commonly held belief that ‘hedge funds’ are riskier than ‘equities’ isn't necessarily true, depending on what type of risks you want to avoid. A few failures give the overall sector an undeserved reputation.
Part 2 focusses on the criticisms that are often levelled at hedge funds and how to manage these disadvantages to your level of tolerance. The challenge for the hedge fund industry is to deliver more retail-targetted products.
Investing in hedge funds is one of the more polarising topics in the investment world, with strongly-held views at each end of the spectrum. Part 1 of this two-part series looks at the advantages of these 'alternatives'.
The story of a US hedge fund fighting to recoup its Argentinean bond investment has both stunned and amused all who have followed its progress over the last 12 years. Will the seizing of a naval vessel bring it to a close?
Most trend-following funds (managed futures or CTAs) have performed poorly recently, and investors are asking if they will work again. History shows how crisis and non-crisis periods influence this investment style.
A report card from AQR’s tenth anniversary seminar in Sydney covering two of the presentations. One on market respect and strategy, the other in defence of High Frequency Trading and the role it plays.
A presentation or panel discussion is time well-spent if you can extract one new idea, and in Boston, a few were surprisingly original, including that it is better to think of the economy as a biological organism.
Who knew? With some surprise results, the Government is on unexpected firm ground in asking people to draw on all their assets in retirement, although the comments show what feisty and informed readers we have.
It's a remarkable statistic. In any year since 1875, if you had invested in the Australian stock index, turned away and come back eight years later, your average return would be 120% with no negative periods.
Never stand between Australian households and an uncapped government programme with $3 billion in ‘free money’ to build or renovate their homes. But excess supply is coming with an absence of net migration.
Picking macro trends is difficult. What may seem logical and compelling one minute may completely change a few months later. There are better rewards from focussing on identifying the best companies at good prices.
The RBA Governor says rising house prices are due to "the design of our taxation and social security systems". The OECD says "the prolonged boom in house prices has inflated the wealth of many pensioners without impacting their pension eligibility." What's your view?
Some high-quality companies have emerged even stronger since the onset of COVID and are well placed for outperformance. We call these the ‘COVID Opportunists’ as they are now dominating their specific sectors.