The Reading Room

Property investing: a long/short approach

Taking a long/short approach to listed real estate can provide the flexibility to negotiate turbulent markets, while diversifying both locally and offshore brings diversification, according to Catalyst Fund Managers Alternative Investments

From macro to private credit, there are ways for SA to...

The results of this year’s annual Investor Survey chime well with the latest, much bigger semi-annual survey conducted globally by AIMA, writes Neil Wilson.

Why private equity – pros and cons

How does private equity create value? Mmitji Letsoalo at Thuso Partners, discusses the pros and cons.

Allocating to alternatives: the risks and rewards

Are cars dangerous? It depends on the driver and the car’s roadworthiness. The same applies to hedge fund managers, writes Jacqui Ronne at 36ONE Asset Management

Wake up to the real costs of data management

Understand why data can either fuel fund performance or create operational drag, writes Dan Groman, chief technology officer, ENFUSION

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Amplify extols value of the hedge fund toolkit

The ability of hedge funds to produce consistent, positive and excess returns is a product of them having less constrained opportunity sets than long-only funds, according to Amplify Investment Partners

Will the Covid pandemic mark a turning point for Africa?

With equity markets in Africa sold down so much that even some of the longest running players are retreating, could that perhaps be a countervailing ‘buy’ signal?

Archegos family office scandal points to new rules – again –...

It’s happened again. Another ‘hedge fund scandal’ – according to news headlines blaring all around the world – that didn’t actually involve a real hedge fund, writes Neil Wilson.

Hedge fund performance: 2020, year of the human touch

Diversification is back in favour for hedge funds and those with a downside protection mandate delivered during the crisis, writes Niki Natarajan on IPE.com