Strategy
Japan continues to defy hedge fund bears
Land of rising debt
Long-dated options best way to hedge tail risk, says 36 South
Investors and hedge fund managers are trying to find effective and cost-efficient ways to tackle tail risk. One way to hedge this risk is through long-dated options, because they offer convexity.
Catastrophe bonds could offer investors diversification in a low-yield environment
Diversifying into disasters
Multi-strategy hedge funds benefit in volatile markets
Tactical advantages
Currency hedge funds struggle with political headwinds
Hard currency
Convertible bond arbitrage looks set to revive as volatility creates opportunities
Ugly duckling beginning to be attractive
Hedge funds are positioned for more eurozone chaos
Opportunity in turmoil
Hedge fund investors get creative with tail hedges
Taming the tails
Hedge funds see upside in Russian equities
Russian renaissance
Unprecedented volatility set to continue into 2013
What factors are driving volatility in the equity markets?
CTAs turn to fundamental models in search of diversification
Fundamental forces
Equity long/short managers see potential in 2012 but remain cautious while market volatility continues
Positioned for performance
News analytics holds promise of alpha for hedge funds traders
Trading the news
Hedge funds eye European corporate credit with caution
Cautious credit stance
Alcentra belives leveraged loans will take off as an asset class
Alcentra says sub-investment grade leveraged loans are becoming an accepted asset class in Europe as the market develops. Institutional investors are the norm in Europe compared with retail in the US.
Emerging market hedge funds struggle to find alpha in volatile environment
Emerging from the gloom
M&A lull poses challenge for event driven equity funds
Running short on deals
Hedging pressure-based long/short commodity strategy used for third generation commodity index
Case for long/short commodity indexes
Fixed income arbitrage strategy enjoys improved environment and opportunities for 2012
Exploiting opportunities
Academic analysis supports long/short commodity investing without regulatory intervention
Long/short commodity investing shows positive resultsLong/short commodity investing shows positive results