ItÆs the world, stupid!
Hedge funds lay the blame for the current investment cataclysm squarely at the feet of troubled macroeconomics and try to work out their counter-attack.
The answer to the conundrum is easy: investors are being stuffed by the macroeconomic environment. We all know the reasons why it got so dark, but finding the lights above the exit sign is not so easy.Alternatives managers at the GAIM conference being held this week at the Marriott Hotel in Hong Kong sought to come up with enlightenment in a panel moderated by Christophe Lee of SHK Funds. The managers are making money by paying attention to global themes and trying to get ahead of the…
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