The Reading Room

The Reading Room

Agility is everything, says Amplify

History has taught us that there will always be external factors that come into play that we have not foreseen, says Marthinus van der Nest, head of Amplify Investment Partners.

Should hedge funds form part of a well-diversified portfolio?

To label all hedge funds as high risk is misleading – the risk profile will depend on the mandate of the fund, explains Murray Winckler, Laurium Capital CEO, in conversation with Moneyweb's Ciaran Ryan

Hedge funds that charge most tend to perform best, Barclays study...

The firms that charge the most - often the industry’s biggest names - tend to produce better returns over time than less expensive competitors, according to a recent study by Barclays’ Capital Solutions group

Section 65: Marketing offshore funds in South Africa

HedgeNews Africa sits down with Matthew Pykstra at Sanne to discuss how to go about marketing offshore funds to domestic investors

Absa expands on benefits of Note programme

HedgeNews Africa talks to Adam Reeves from Absa Fund-Linked Solutions about the nuts and bolts of its Note programme.

Fixed income yielding high real returns

Fixed income investments currently provide meaningful real returns for investors and are therefore an attractive asset class, according to Amplify Investment Partners

In the eye of the storm, active management is key

Marthinus van der Nest, head of Amplify Investment Partners, discusses how nimble managers can adapt to uncertainty and volatility

The challenge and opportunity of a lifetime

Rob Price discusses the role of cryptocurrencies as a means of protection against global monetary regime change

What are ‘systematic global macro’ strategies? And why they should be...

Many of the dynamics that have supported the post-GFC rally in equities are looking less of a sure thing. Equity valuations, especially in the US, are also looking stretched by nearly any metric one cares to consider. CFM's Andre Breedt considers the macro alternative.

The power to transform the energy sector

Paul Semple, head of unlisted credit, Futuregrowth Asset Management, discusses the way forward for South Africa's energy sector