Hedge funds – an effective tool for volatile environments
Both equities and bonds are challenged amid tightening financial conditions and a slowing growth environment. For investors, hedge funds are part of the solution, writes Rayhaan Joosub at Sentio Capital Management
An adjustable approach to global property
The advantage of having new real estate sub-sectors is that active fund managers have more options to invest both long and short, depending on where the opportunity lies, writes Catalyst Fund Managers
Why hedge? Or rather, give me a good reason why not?
Skilled hedge fund managers can limit downside capture. This is a good reason to always make a hedge fund allocation a permanent feature of your strategic asset allocation, writes Craig French at Visio.
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
Why the multi-management model works
The multi-manager approach is one of the most consistently successful ways to adjust risk and deliver better returns, writes Kagiso Mathole at Novare Investments
The case for alternative credit
Alternative credit and private debt strategies have ballooned globally due to banks being unable to lend to companies to finance growth. The investment opportunity is compelling, writes Philippa Owen at Grayswan