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Welcome to June 2022’s Some Thoughts – A Hedge Fund Special
Although geopolitical events are impacting performance, the resulting market volatility is now favouring hedge funds. In terms of markets, we are seeing a shift from US high growth/no profit companies towards a genuine opportunity for alpha. Increasing volatility is presenting opportunity sets for active managers that have not existed since the start of central bank balance sheet expansion ten years ago.
The next two years will likely see a shift from passive funds to actively managed funds – alpha will eclipse beta.
Ocean Wall are grateful to Morgan Stanley for an invitation to their 23rd European Hedge Fund Forum in Barcelona last week. I have attended this conference many times over the years, and this was the busiest I have seen it with over 500 hedge fund and investor attendees.
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Welcome to June 2022’s Some Thoughts – A Hedge Fund Special
Although geopolitical events are impacting performance, the resulting market volatility is now favouring hedge funds. In terms of markets, we are seeing a shift from US high growth/no profit companies towards a genuine opportunity for alpha. Increasing volatility is presenting opportunity sets for active managers that have not existed since the start of central bank balance sheet expansion ten years ago.
The next two years will likely see a shift from passive funds to actively managed funds – alpha will eclipse beta.
Ocean Wall are grateful to Morgan Stanley for an invitation to their 23rd European Hedge Fund Forum in Barcelona last week. I have attended this conference many times over the years, and this was the busiest I have seen it with over 500 hedge fund and investor attendees.
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