Sunday, 28 December 2014
Last updated 2 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.
Dec 1 2014 | 10:21am ET
As 2014 winds down, Northern Trust Hedge Fund Services executives took some time to share their outlook on trends facing the industry in 2015. Read more…
Jeff Sprecher was simply looking for a platform to trade energies when launching ICE 14 years ago but it has grown to reach the pinnacle of both the listed futures and equities world.