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Analysis

Can hedge funds add value in today’s treacherous macro environment?

26 July 2022 • By Dr Sushil Wadhwani • 1 min read

Can hedge funds add value in today’s treacherous macro environment?

Top Gun is playing at cinemas across the country and Kate Bush is climbing up the charts, but it is not only popular culture that is seeing a 1980s re...

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Can hedge funds add value in today’s treacherous macro environment?

Bonds regain their shine amid a turbulent time

Soaring inflation has sparked a wave of monetary policy tightening, not just in the US but globally. Aggressive monetary policy tightening, endurin...

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Can hedge funds add value in today’s treacherous macro environment?

A turning tide: Why contrarians are turning to China

This year could turn out to be the year of the Tiger for Chinese equities after all. After a shaky 12 months, foreign investors are beginning to retur...

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Can hedge funds add value in today’s treacherous macro environment?

Why demographics are crucial for getting long-term investments right

Global ‘super-drivers’ fuel changes that impact businesses and markets around the world including Australia, and they also hold the key to success...

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Can hedge funds add value in today’s treacherous macro environment?

The three peaks challenge: The markets’ race against time

Inflation, interest rates and the US dollar all need to peak this year before markets calm down. Global growth won’t resume until the recent sp...

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Can hedge funds add value in today’s treacherous macro environment?

Stock market defining moments

Defining moments in stock market history include the 1987 Black Monday crash, 2000 Dot-com bust and 2008 Global Financial Crisis. These moments mark w...

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Can hedge funds add value in today’s treacherous macro environment?

The US dollar and emerging markets

The US dollar (USD), as measured by the DXY, has strengthened 9 per cent since 1 November 2021. This came off a combination of (1) the “Fed Pivot”...

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Can hedge funds add value in today’s treacherous macro environment?

An alternative investment that can provide less volatility with greater performance

As investors look for alternatives to today’s volatile share markets for their investment portfolios, there are many reasons why private markets are...

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Can hedge funds add value in today’s treacherous macro environment?

ESG by the numbers

An underlying premise of ESG investing is that socially responsible companies produce superior financial results as firstly it is focused on the great...

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Can hedge funds add value in today’s treacherous macro environment?

Rule number one, don’t lose money

This year’s moves in equities have rammed home the importance of risk management. In what follows, we want to make three suggestions: avoid assets t...

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