Saturday, 30 August 2014
Last updated 21 hours ago
Aug 7 2008 | 1:44pm ET
The recent market sell-off and volatility has created a number of good buying opportunities for investors both on the long and short side of the book with rmerging markets, in particular, offering the most attractive prospects.
According to Paul Graham, head of alternative business at Baring Asset Management, the commodities boom continues to show no sign of abating and market inefficiencies are creating opportunities for long/short investors.
“As the pool of available alpha in developed markets continues to diminish, investors are increasingly looking both to emerging markets and attractive alternative areas within developed markets,” said Graham. “Shorting is no longer just a means of risk reduction but a rich potential source of alpha. We believe that emerging markets in Asia and the EMEA regions currently offer attractive prospects, as do emerging commodities-related areas such as agriculture.”
On the short side, Graham said the firm is taking positions in selected companies in sectors such as mining. The firm has identified investment opportunities in frontier markets such as the Middle East and North Africa. In Asia, Barings identifies Japan as a market that could surprise on the upside. “Following over two years where Japan was one of the world’s worst performing stock markets, Japan is now one of the best performing markets year-to-date and offers rich investment potential on the long and short side,” said Graham.
Aug 25 2014 | 11:21am ET
As many of you know, FINalternatives was recently acquired by the owners of Futures magazine, a firm called The Alpha Pages LLC. Today marks the soft-launch of a new sister site for both publications. As its name suggests, The Alpha Pages will cover all types of alternative investments, going far beyond the more well-known ones such as hedge funds and private equity. Read more…
Commodities/Futures magazine launched at the precipice of a revolution in the futures industry—really a revolution in the idea of risk management—that would move it from a small niche industry to ...