Hedge Fund Bets the Hong Kong Dollar’s ‘Tear’ Higher Can’t Last

“The system was designed such that the peg doesn’t need to break but the thing that gives, the slack that tightens is the interest rates and if the interest rate goes too high, that raises all sorts of issues for the Hong Kong government” In Bloomberg, Trium Capital portfolio manager Thomas Roderick gives his outlook […]

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Consumers select disruptive champions, not investors

“Most investors think they have to work out which product or service is superior, which is plain wrong. It is consumers who decide.” In Investment Week, Mark Baribeau, portfolio manager of the PGIM Jennison Global Equity Opportunities fund, discusses the extraordinary opportunities in NEXT economy. Link

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What could 2020 hold for UK equities?

“Already elevated levels of small-cap takeover activity could also increase as more larger corporates and private equity funds target undervalued UK assets.” In Investors Chronicle, Gresham House’s Ken Wotton gives his outlook for UK equities. Link

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Sterling poised for ‘knee jerk’ reaction to UK general election

In Portfolio Adviser, Neuberger Berman’s Ugo Lancioni explains that while investors have been focusing on the short-term dynamics of the election, it is the final Brexit outcome and success in subsequent trade negotiations which will determine the outlook for sterling over the more medium to long term. Link

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ESG: UK regulator turns sights on climate disclosures

“Perhaps the most important aspect of climate risk reporting: how it is reflected in financial statements.” In Investment & Pensions Europe, Sarasin & Partners’ Natasha Landell-Mills comments on the Financial Conduct Authority’s proposal to regulate finance services with ESG-related rules. Link

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Fund managers push against the flow in global macro

“Investors are increasingly looking for alternative sources of return in liquid markets, which could provide some measure of diversification and downside protection.” In Financial Times, Ugo Lancioni discusses the launch of the Neuberger Berman Macro Opportunities FX fund. Link

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How meeting with companies can unlock hidden alpha

“This risk requires intense focus; not getting it wrong is as important as getting it right in the search to generate alpha for our investors.” In Trustnet, Phil Harris, manager of the EdenTree UK Equity Growth fund, explains why meeting company management is so important and how it helps identify ‘super growth’ opportunities. Link

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