The Reading Room

The Reading Room

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

AIP reaches three-year mark

Technology-based niche hedge fund manager AIP Capital Management has reached the three-year mark as a business, making steady progress with its low-risk equity-focused hedge funds

Private sector: ready to back infrastructure programme

In a world in which the government and central bank have several means available to stimulate the economy, infrastructure spend is a powerful anti-recessionary fiscal policy tool, writes Jason Lightfoot, portfolio manager at Futuregrowth Asset Management

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

Savvy Awards 2020: the best white papers

End-of-year reading - we have partnered with Savvy Investor, the world's leading knowledge network for institutional investors, to bring you the best investment papers of 2020

Claim your CPD points for our latest edition

Our Fourth Quarter 2020 Volume 5 No1 magazine has been accredited with two technical CPD hours. Complete the online quiz to receive your certificate

Africa behind the curve on markets’ recovery

The third quarter of 2020 delivered mixed fortunes for global investors, with emerging and frontier markets remaining in the doldrums

Hedge funds seek out emerging markets

As the Covid-19 pandemic continues to strike countries around the world, hedge funds are preparing for a host of debt restructurings in emerging economies, writes Laurence Fletcher at the Financial Times

Private debt market more of ‘an opportunity than a threat’, survey...

Despite current economic uncertainty, 95% of investors and managers believe the private debt market will continue to grow over the next three years, according to a survey conducted by IQ-EQ and IFI Global

Why it is a bad time to give up on contrarian...

Chasing what has worked in the past, at the expense of what has suffered, is a predictable feature of investment markets, writes Shaun le Roux at PSG Asset Management