Top recent real assets and alternatives papers
Real asset opportunities in 2022: from Chinese cold storage to cell tower REITs. See Savvy Investor's list of the top recent real assets and alternatives content
Déjà vu all over again for hedge funds?
So here we are in 2022 – and are we back to déjà vu again for hedge funds? It is perhaps strange after a year in 2020 when hedge funds – according to most investors – performed well through the early phase of the Covid pandemic. But suddenly it seems the value of hedge funds is back in question. Again.
The best white papers of 2021
The Savvy Investor Awards 2021 celebrate the best investment and pensions papers from the last 12 months. Find them here
Why private equity – pros and cons
How does private equity create value? Mmitji Letsoalo at Thuso Partners, discusses the pros and cons.
Aurum forges ahead in investor transparency
HedgeNews Africa sits down with the team at Aurum Fund Management (Pty) Ltd to discuss the challenges and changes around investor reporting in the hedge fund industry.
Investor Survey 2021: diversification key for post-pandemic portfolios
Investors are increasingly upbeat about hedge funds, according to our latest annual survey, which polled major South African allocators
SA pensions missing out on hedge fund potential
“Why don’t South African pension funds invest in hedge funds like their developed market peers?” asks Andre Steyn, founder and portfolio manager at Steyn Capital Management
Emerging markets: shifting dynamics
Emerging markets continue to cause headaches for investors, with the coronavirus reminding them of the level of market volatility and uncertainty they can endure. There continue to be opportunities in emerging markets, but whilst developed market equities are continuing to perform well, investors will be less interested in taking on more risk for similar returns. What might cause investor sentiment to change?
South African hedge fund assets tick higher in 2020
Assets in South African hedge funds reached R72.2 billion in the 12 months to the end of December 2020, according to HedgeNews Africa research, increasing by 10.55% from R65.33 billion the year before, after four years of declines
Why crypto suddenly looks less cryptic – and more compelling
Crypto is undoubtedly finding some new respectability. Over the past year, some of the biggest naysayers of previous years – including Jamie Dimon of JP Morgan, Larry Fink of BlackRock and Ray Dalio of Bridgewater – have become believers, writes Neil Wilson