The Reading Room

Meeting change head-on: post-election operational strategies for South African investment managers 

Both traditional equity long-only managers and hedge funds must navigate change with precision, building on their expertise to identify and capitalise on market dislocations, writes Joel Burnette at Enfusion

Hedge fund investors seek market-beating returns

Hedge funds should stop charging their clients for "skill-less returns" and switch to a model that incentivizes higher levels of risk-taking instead, a group...

Investing in a world with a shrinking stock market

The supply of stocks the world over, and in South Africa, is shrinking. This requires institutional investors to think differently about returns going forward,...

Mega-trends support greater allocations to alternatives

The annual Blackrock Masterclass at the HedgeNews Africa Symposium was presented by Alexander Orr, covering the outlook for alternatives in 2024. Orr focused on private...

Taking the pulse on ESG: navigating long and short strategies

South African hedge fund managers have made positive shifts towards ESG integration, writes the RisCura Sustainability Team

T+1: ensuring the boxes are ticked for SA fund managers­­­­­­­­­

The introduction of T+1 trade settlement in the US, Canada and Mexico is projected for May. The shift from T+2 was partly prompted by...

The role of hedge funds in a balanced portfolio

Nosibusiso Ngqondoyi at Old Mutual Multi-Managers discusses how an allocation to hedge funds, and the different brand of tools and skills they offer, is a valuable component of a long-term growth solution

OMAI makes strategic investment in logistics sector

Old Mutual Alternative Investments (OMAI), through its Hybrid Equity capability, a specialist in innovative financial solutions, has announced a transformative R125 million preference share...

Hedge funds for a ‘polycrisis’ future

Is it just noise? CFM's Andre Breedt discusses longer-term structural shifts that are set to play out in yet uncertain ways.

Hedge funds enable more dynamic approach to investing

It is now more important than ever for investors to pay greater attention to fixed income and market-neutral strategies due to the risk mitigating...