08 December 2023: Bilal Jafar reports on an expected bright outlook for macro and trend following hedge funds next year as markets volatility continues. Patrick Ghali cautions it may not all be plain sailing but that could be very good for hedge funds. Bilal's article can be read here (restricted to Financial News subscribers).
05 December 2022: Eric Uhlfelder’s influential quarterly Global Investment Report has been published with the usual deep dive into hedge fund performance and data. Patrick Ghali warns on the vulnerability of private asset values within investor portfolios, a danger that will become increasingly exposed in 2023. The full report, including Eric's list of the 50 most consistently performing hedge funds, can be read here.
Updated: Nov 19, 2022
18 November 2022: Shoko Oda and Takashi Umekawa write on the proposed new Japanese sovereign "green transformation" bond and how an ambigious name and lack of detail as to how the funds raised will be invested is hampering the interest of investors increasingly concerned about greenwashing. The BNN article, which was republished by The Japan Times, and related stories can be accessed here.